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THE INVESTMENT HOUSE LLC
CRD 163493File 801-76547
APPROVED
Retail clients
Custody
Filing as of Sep 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.48B
Top 25% of cohort (national)
Discretionary AUM
$2.48B
Clients
253
505 accounts
Employees
11
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 10, 2012
- Principal office
- 210 AVENUE I, STE C, REDONDO BEACH, CA, 90277
- Phone
- 310-873-3021
- Website
- HTTPS://TIHLLC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.48B
- Discretionary AUM
- $2.48B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 505
- Non-discretionary accounts
- 0
- Total accounts
- 505
- AUM per client
- $9.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $59.1M |
| Investment companies | 2 | $900.3M |
| Charitable organizations | Fewer than 5 | $12.3M |
| High net worth individuals | 201 | $1.44B |
| Pooled investment vehicles | 2 | $52.1M |
| Pension and profit sharing plans | Fewer than 5 | $4.8M |
| Individuals (other than high net worth individuals) | 48 | $19.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- 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 | 271 | 291 | increased by20 |
| Apr 1, 2026 | AUM | $1,951,065,000 | $2,202,989,900 | increased by$251,924,900 |
| Apr 1, 2026 | Accounts | 556 | 604 | increased by48 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 11 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 258 | 271 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,652,403,300 | $1,951,065,000 | increased by$298,661,700 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 527 | 556 | increased by29 |
| Apr 1, 2022 | Clients | 253 | 258 | increased by5 |
| Apr 1, 2022 | AUM | $1,352,155,800 | $1,652,403,300 | increased by$300,247,500 |
| Apr 1, 2022 | Accounts | 516 | 527 | increased by11 |
| 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 “INVESTMENT HOUSE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INVESTMENT HOUSE” 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.