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ARROYO INVESTMENT GROUP, LLC
CRD 130243File 801-62813
APPROVED
Retail clients
Custody
Filing as of Jun 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$319.5M
Below cohort median (national)
Discretionary AUM
$317.2M
Non-discretionary $2.3M
Clients
337
995 accounts
Employees
8
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 3, 2004
- Principal office
- 15 S. RAYMOND AVENUE, SUITE 200, PASADENA, CA, 91105
- Phone
- 626-844-1441
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $319.5M
- Discretionary AUM
- $317.2M
- Non-discretionary AUM
- $2.3M
- Discretionary accounts
- 983
- Non-discretionary accounts
- 12
- Total accounts
- 995
- AUM per client
- $948K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | Not reported |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | $1.5M |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 98 | $255.1M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 237 | $62.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 330 | 337 | increased by7 |
| Apr 1, 2026 | AUM | $250,743,936 | $319,454,438 | increased by$68,710,502 |
| Apr 1, 2026 | Accounts | 914 | 995 | increased by81 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 8 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 315 | 330 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $247,677,077 | $250,743,936 | increased by$3,066,859 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 869 | 914 | increased by45 |
| Apr 1, 2022 | Clients | 306 | 315 | increased by9 |
| Apr 1, 2022 | AUM | $223,387,292 | $247,677,077 | increased by$24,289,785 |
| Apr 1, 2022 | Accounts | 854 | 869 | increased by15 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ARROYO INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARROYO INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.