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REMY INVESTORS & CONSULTANTS, LLC
CRD 326958File 801-128163
APPROVED
Retail clients
Custody
Filing as of Jul 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$887.6M
Above cohort median (national)
Discretionary AUM
$422.6M
Non-discretionary $465.0M
Clients
29
29 accounts
Employees
6
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jun 16, 2023
- Principal office
- 1801 CENTURY PARK EAST, SUITE 1111, LOS ANGELES, CA, 90067
- Phone
- (310) 843-0050
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $887.6M
- Discretionary AUM
- $422.6M
- Non-discretionary AUM
- $465.0M
- Discretionary accounts
- 16
- Non-discretionary accounts
- 13
- Total accounts
- 29
- AUM per client
- $30.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $96.4M |
| Charitable organizations | 7 | $101.7M |
| High net worth individuals | 14 | $287.1M |
| Pooled investment vehicles | 6 | $402.3M |
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
- 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 |
|---|---|---|---|
| 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.

