Realm Investment Consulting LLC

Overview

Realm Investment Consulting LLC is a small, independent registered investment adviser that focuses on advising high-net-worth individuals and families through financial planning and portfolio management for individuals and small businesses. The firm runs a predominantly discretionary advisory model and favors equity-oriented portfolios: more than half of its managed assets are invested in exchange-traded equities. Its fee menu includes asset-based fees along with hourly and fixed-fee engagements, which supports a mix of ongoing portfolio management and one-off planning or consulting work. The firm leans on custodial technology and ETF-based solutions to deliver core equity exposure while supplementing client portfolios with mutual funds and annuities where appropriate for income or liability-matching objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices