CRD: 130243
Arroyo Investment Group, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-26-2000
- Office Locations
- 3
Office Locations
About Arroyo Investment Group, LLC
Arroyo Investment Group is an independent, fee-only advisory firm providing active investment management and full-service financial planning for individuals, with a focus on risk control through market cycles. Portfolios are managed to pursue gains in rising markets while limiting losses in down markets, supported by ongoing planning for one all-inclusive fee. Differentiator: voluntary GIPS®-compliant performance reporting for transparency.
Reported data analysis
What the numbers show
Between December 22, 2025 and June 22, 2026, reported AUM increased 27.4%, from $250.7M to $319.5M.
Across 5 reported observations, AUM increased 29.0% between October 10, 2022 and June 22, 2026, from $247.7M to $319.5M.
Of the latest reported AUM, 99.3% is discretionary and 0.7% is non-discretionary.
The firm reports 3 advisory representatives and 337 clients, or 112.3 clients per representative. That equates to $947.9K in reported AUM per client.
The profile lists 3 reported office locations and 26 years in operation. The source data was last updated on June 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JOHN PATRICK ODELL
Chief Compliance Officer, PRINCIPAL
- CRD
- #1908737
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Stephanie Avea Hagan
Analyst
- CRD
- #7360780
MICHAEL DEAN HANEY
Director of Marketing, Investment Advisor Representative
- CRD
- #4988375
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $317,155,694 | $322,641 |
| Non-Discretionary | $2,298,744 | $191,562 |
| Total | $319,454,438 | $321,060 |
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Separately Managed Accounts
SMA allocation detail is available
Arroyo Investment Group, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.