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REGIS METRO ASSOCIATES, INC.
CRD 160859File 801-75149
APPROVED
Retail clients
Custody
Filing as of Sep 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$617.8M
Above cohort median (national)
Discretionary AUM
$105.6M
Non-discretionary $512.2M
Clients
35
35 accounts
Employees
5
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 18, 2012
- Principal office
- 220 HALLECK STREET, SUITE 200B, SAN FRANCISCO, CA, 94129
- Phone
- 415-421-0500
- Website
- HTTPS://WWW.RMARE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $617.8M
- Discretionary AUM
- $105.6M
- Non-discretionary AUM
- $512.2M
- Discretionary accounts
- 5
- Non-discretionary accounts
- 30
- Total accounts
- 35
- AUM per client
- $17.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $72.9M |
| Charitable organizations | 1 | $75.0M |
| High net worth individuals | 22 | $364.2M |
| Pooled investment vehicles | 5 | $105.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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 | 36 | 35 | decreased by1 |
| Apr 1, 2026 | AUM | $707,521,337 | $617,810,275 | decreased by$89,711,062 |
| Apr 1, 2026 | Accounts | 36 | 35 | decreased by1 |
| Feb 1, 2026 | Employees | 6 | 5 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 6 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 47 | 36 | decreased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $708,480,760 | $707,521,337 | decreased by$959,423 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 47 | 36 | decreased by11 |
| Apr 1, 2022 | Clients | 48 | 47 | decreased by1 |
| Apr 1, 2022 | AUM | $733,947,164 | $708,480,760 | decreased by$25,466,404 |
| Apr 1, 2022 | Accounts | 48 | 47 | decreased by1 |
| 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 “REGIS METRO” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“REGIS METRO” 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.