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ARROYO INVESTMENT GROUP, LLC
CRD 130243File 801-62813
APPROVED
Retail clients
Custody
Filing as of Jun 22, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.