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REMOTIV / FINANCIAL SOUNDINGS

Legal name: REMOTIV LLC

CRD 146082File 801-69584
APPROVED
Filing as of Jul 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
Not reported
Discretionary AUM
Not reported
Clients
18
Not reported accounts
Employees
5

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Sep 19, 2008
Principal office
3350 VIRGINIA STREET, 2ND FLOOR, COCONUT GROVE, FL, 33133-5336
Phone
786-697-0839

Assets & accounts

ADV Item 5F
Total regulatory AUM
Not reported
Discretionary AUM
Not reported
Non-discretionary AUM
Not reported
Discretionary accounts
Not reported
Non-discretionary accounts
Not reported
Total accounts
Not reported
AUM per client
—

Clients by type

ADV Item 5D
Client typeClientsAUM
Pension and profit sharing plans12Not reported
State or municipal government entities6Not reported

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Fixed fees
  • Other (described) — FEES NEGOTIATED WITH AN INVESTMENT ADVISER OR SERVICE PROVIDER

Advisory activities

  • Other advisory activities
  • Portfolio management for other

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Aug 12, 2026AUM$0—
Aug 12, 2026Accounts0—
Apr 1, 2026Employees115decreased by6
Apr 1, 2026Clients10118decreased by83
May 1, 2025
vs Oct 1, 2022
Employees1411decreased by3
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “REMOTIV FINANCIAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“REMOTIV FINANCIAL” 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.