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REGIS METRO ASSOCIATES, INC.
CRD 160859File 801-75149
APPROVED
Retail clients
Custody
Filing as of Apr 27, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| 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.