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Deroy & Devereaux Private Investment Counsel, Inc.

Deroy & Devereaux Private Investment Counsel, Inc.. CRD 121560

Deroy & Devereaux Private Investment Counsel, Inc. logo

CRD: 121560

Deroy & Devereaux Private Investment Counsel, Inc.

Bloomfield Hills, MI, 48304
2483583220
www.deroydevereaux.com
$2.6B Total AUM
$2.6B Disc. AUM
13.5% 3Y CAGR
19 Employees
161 ADV. Clients
23 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Focus momentum
Established Date
07-16-2002
Office Locations
3

Office Locations

40705 Woodward Avenue Suite 150 Bloomfield Hills MI
-- Phoenix AZ
-- Winston-Salem NC

About Deroy & Devereaux Private Investment Counsel, Inc.

DeRoy & Devereaux is a Michigan-based, SEC-registered investment advisor founded in 2002 focused exclusively on long-term value investing. The team manages all-cap and SMID-cap value equity strategies plus fixed income and balanced portfolios for institutional and high net worth clients (including foundations and pension plans). Unique: 100% employee-owned with six portfolio managers and 175+ years combined experience.

Team overview

47 AVG AGE
$430.0M AVG AUM / ADVISOR
$16.0M AVG AUM / CLIENT
11.3 yrs AVG TENURE
19 Employees
6 Advisory Reps
9 RIA Reps
23yrs Firm Age

Insights

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Asset Classes

Vector Bridge momentum Vertex harbor Delta signal Meridian atlas Unison meridian

Client Personas

Eagle

Custodian

Ember eagle Vector quantum Wave Momentum value Prime radial

Investment Themes

Pathway Peak unison

Investment Vehicles

Value

Services

Meridian matrix Beacon Radial Summit Focus foundation

Technology

Prime

Owner & Executives

SEAN ADAM METROSE

SEAN ADAM METROSE

PORTFOLIO MANAGER, President

CRD
#2930598
Ownership
25% but less than 50%
(413) 638-2436
horizon.ember@elementcapital.com
in linkedin.com/in/legacy-catalyst
JEFFREY WILLIAM WARDLOW

JEFFREY WILLIAM WARDLOW

Chief Investment Officer, Manager, PORTFOLIO MANAGER

CRD
#4608320
Ownership
25% but less than 50%
(636) 571-7933
momentum.crest@harborcapital.com
in linkedin.com/in/timber-insight
S

Summit element

Ember pathway

CRD
#95543
Ownership
24.7%
(517) 825-6602
vector.oak@atlascapital.com
in linkedin.com/in/ridge-unison

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Contacts

Connor James Cloetingh

Connor James Cloetingh

Portfolio Manager

CRD
#6614442
(906) 762-4021
eagle.glacier@peakcapital.com
in linkedin.com/in/frontier-delta
KELLY LYNN FETTERMAN

KELLY LYNN FETTERMAN

Operations Associate

CRD
#2975805
(560) 921-4236
signal.peak@momentumcapital.com
in linkedin.com/in/wave-eagle
U

Unison glacier

Matrix momentum

CRD
#62416
(401) 226-9292
summit.ember@vertexcapital.com
in linkedin.com/in/summit-alpha

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-28-2022
02-28-2023
03-18-2024
09-24-2025
03-03-2026
Category Assets AVG. Account size
Discretionary $2,580,243,168 $4,195,517
Non-Discretionary $0 --
Total $2,580,243,168 $4,195,517

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Separately Managed Accounts

Total SMA Asset: $2,580,243,168

$2.6B Total SMA
Equity - Exchange:
11.4%
Corporate - Investment Grade:
18.2%
Cash:
20.8%
U.S. Government/Agency:
16.6%
Corporate - Non-Investment Grade:
18.9%
Municipal Bonds:
14.1%
Asset class Assets Assets %
Equity - Exchange $717,341,938 11.4%
Corporate - Investment Grade $1,145,230,112 18.2%
Cash $1,308,834,414 20.8%
U.S. Government/Agency $1,044,550,542 16.6%
Corporate - Non-Investment Grade $1,189,277,424 18.9%
Municipal Bonds $887,238,714 14.1%
Total $6,292,473,144 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
PIONEER VITAL VALUE LEGACY T4K6C55AS XJOLT 1.14% $18,123,327
NORTH HARBOR ATLAS FUSION U31OQMUEK ULCOG 9.10% $87,252,779
PATHWAY PRIME VERTEX UNISON 1KVVG3YLG WSQPA 5.70% $20,572,583
CATALYST VERTEX MATRIX VALUE HORIZON ABNQSTPDF JHOTQ 10.46% $78,264,710
PRIME ATLAS NORTH CREST ZENITH 0K5FX7G8Y DCXEW 11.16% $115,613,350
RADIAL VITAL VITAL FRONTIER FRE46U9IT SMYY 1.16% $42,471,160
RADIAL CATALYST ZENITH NORTH D6X63HD75 FRE 1.41% $97,706,822
ZENITH GLACIER FRONTIER RADIAL FOUNDATION 3YI8TCZEE YGND 9.67% $88,119,341

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