Re Advisers Corporation (Arlington)

Re Advisers Corporation is a large advisory firm based in Arlington. It manages $8.68 billion of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Re Advisers Corporation provides financial planning services, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Re Advisers Corporation: assets under management

The assets under management (AUM) of Re Advisers Corporation is $8.68 billion. The firm's AUM has grown by 915763% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $8.68 billion in discretionary accounts and $696.65 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $482.02 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $696.65 thousand.

Investments

The firm invests in exchange traded securities the most. They account for 62% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 12% of the firm’s portfolio. Investments in government bonds form 7% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Re Advisers Corporation for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Martin Joseph Lowery serves?

The only and largest group of clients of Martin Joseph Lowery is investment companies with 1 clients and $2.43 billion of assets under management. Among the 6 most similar advisory firms, Re Advisers Corporation has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $2.43 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.

Re Advisers Corporation doesn't advise any private funds.

Careers at Re Advisers Corporation

The company employs 38 people that are either part- or full-time employees. 26 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Martin Joseph Lowery has been acting as President since 1 Aug 2004. Mark David Santero joined the executive team most recently as the President, Chief Executive Officer And Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Re Investment Corporation	Shareholder	1 Jul 1990	75% - 100%	52-1679315
Peter Ripton Morris	Vice president and director of investments	1 Jul 1990	Other	2065094
Stuart Eugene Teach	Secretary, treasurer and equity manager	1 Jul 1990	Other	2081619
Catherine Mary Blushi	Compliance officer	1 Aug 1990	Other	1566760
David Metz	President	1 Sep 2000	Other	348208
Hope Lynne Brown Saxton	Securities compliance officer	1 Sep 2001	Other	4517002
Peter Ripton Morris	President	1 Jul 2002	Other	2065094
Stuart Eugene Teach	Vice president	1 Jul 2002	Other	2081619
Sheri Mitchell Cooper	Treasurer	1 Jul 2002	Other	4336360
Hope Lynne Brown Saxton	Chief compliance officer and secretary	1 Jul 2002	Other	4517002
Robert Frank Fuentes	Director	1 Oct 2003	Other	1495792
Denise Trujillo	Vice president, director, and general counsel	1 Jul 2004	Other	4841935
Martin Joseph Lowery	Director	1 Aug 2004	Other	4855843
Denise Trujillo	Vice president and director	1 Aug 2004	Other	4841935
Martin Lowery	Director	1 Aug 2004	Other	4855843
Danielle Cherie Sieverling	Chief compliance officer	1 Apr 2005	Other	4918493
Margaux Marie Massie	Secretary	1 Apr 2005	Other	4949669
Craig Ashley Blackburn	Treasurer and director	1 Jun 2006	Other	5306814
Kelly Bowers Whetstone	Secretary	1 Mar 2008	Other	5380134
Kelly Rae Bowers	Secretary	1 Mar 2008	Other	5380134
Amy Merrill Di Mauro	Treasurer and director	1 Apr 2010	Other	4731228
Cynthia Leigh Dove	Vice president	1 Nov 2012	Other	2081515
Cynthia Leigh Dove	Vice president and director	1 Jan 2015	Other	2081515
Stephen James Kaszynski	President, chief executive officer and director	1 Jan 2015	Other	1073596
Danielle Cherie Sieverling	Chief compliance officer and secretary	1 Jan 2017	Other	4918493
Beth Anne Civerolo	Vice president and director	1 Jun 2017	Other	2643410
James David Matheson	President, chief executive officer and director	1 Sep 2017	Other	2338034
John Murphy Delaney	Secretary	1 May 2018	Other	6877307
Jeffrey Christopher Connor	Director	1 May 2018	Other	6974203
Mark David Santero	President, chief executive officer and director	1 Jun 2018	Other	1148011

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
National Rural Electric Cooperative Association	Shareholder	1 Jan 1991	75% - 100%	53-0116145
Inc. Nreca United	Shareholder	1 Jan 1991	75% - 100%	52-1765915

Based in Arlington

The principal office where Re Advisers Corporation performs its advisory services is located at 4301 Wilson Blvd., Arlington, VA 22203 1860, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 866-673-2299/800-258-3030 or by fax 703-907-6604. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday.