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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 typeClientsAUM
Other2$96.4M
Charitable organizations7$101.7M
High net worth individuals14$287.1M
Pooled investment vehicles6$402.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.