8
$6.1M Total AUM
$6.1M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Oak beacon
- Established Date
- 05-21-2020
- Office Locations
- 1
Office Locations
530 Technology Dr. STE 100 Irvine CA
About 86 Republic, LLC
86 Republic, LLC is an Irvine, CA registered investment adviser serving retail clients. The firm builds primarily ETF-based SMA portfolios, emphasizing asset allocation and socially responsible investing, and also supports portfolio construction, insurance planning, and business-succession needs. Custodied at Charles Schwab, it offers a focused, founder-led practice for ETF implementation.
Team overview
-- AVG AGE
$6.1M AVG AUM / ADVISOR
$212.0K AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Matrix signal Element
Custodian
Element Vital element
Investment Themes
Summit wave Vital
Investment Vehicles
Prime
Platform
Optima
Services
Oak fusion Pioneer matrix Bridge foundation
Technology
Beacon
Owner & Executives
D
DONG VIET NGO
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member
- CRD
- #4003090
- Ownership
- 75% or more
(226) 705-6647
vertex.delta@alphacapital.com
in linkedin.com/in/zenith-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,146,939 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,146,939 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,146,939
Equity - Exchange:
32.5% Cash:
67.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,298,281,859 | 32.5% |
| Cash | $4,773,354,630 | 67.5% |
| Total | $7,071,636,489 | 100.0% |