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RAYLIANT INVESTMENT RESEARCH

CRD 306119File 801-118201
APPROVED
Filing as of Jul 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$203.5M
Below cohort median (national)
Discretionary AUM
$203.5M
Clients
4
4 accounts
Employees
21
Bottom 25% of cohort in CA

Identity & registration

ADV Item 1
Organization form
Other (specify)
Firm type
Registered
SEC region
LARO
Registration date
Apr 1, 2020
Principal office
20277 VALLEY BLVD, SUITE A, WALNUT, CA, 91789
Phone
626-407-4581

Assets & accounts

ADV Item 5F
Total regulatory AUM
$203.5M
Discretionary AUM
$203.5M
Non-discretionary AUM
$0
Discretionary accounts
4
Non-discretionary accounts
0
Total accounts
4
AUM per client
$50.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
Investment companies4$203.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Portfolio management for investment companies

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
Apr 1, 2026Employees3421decreased by13
Apr 1, 2026Clients64decreased by2
Apr 1, 2026AUM$167,621,478$203,450,744increased by$35,829,266
May 1, 2025
vs Oct 1, 2022
Employees1634increased by18
May 1, 2025
vs Oct 1, 2022
Clients36increased by3
May 1, 2025
vs Oct 1, 2022
AUM$293,866,407$167,621,478decreased by$126,244,929
Apr 1, 2022AUM$222,704,318$293,866,407increased by$71,162,089
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 “RAYLIANT INVESTMENT” as a service provider on 5500mcp →

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