THE INVESTMENT HOUSE LLC

CRD 163493File 801-76547

APPROVED

Retail clients

Custody

Filing as of Mar 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.20B

Top 25% of cohort (national)

Discretionary AUM

$2.20B

Clients

291

604 accounts

Employees

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: $2.20B
Discretionary AUM: $2.20B
Non-discretionary AUM: $0
Discretionary accounts: 604
Non-discretionary accounts: 0
Total accounts: 604
AUM per client: $7.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$54.8M
Investment companies	1	$226.8M
Charitable organizations	Fewer than 5	$3.5M
High net worth individuals	222	$1.83B
Pooled investment vehicles	2	$48.5M
Pension and profit sharing plans	Fewer than 5	$4.8M
Individuals (other than high net worth individuals)	66	$39.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

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 11

This 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.