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- Custodian
- Betterment · Capital Group · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-03-2017
- Office Locations
- 1
Office Locations
About Dirigo Investment Advisors, LLC
Dirigo Investment Advisors, LLC is a Santa Monica, CA RIA serving entrepreneurs with financial planning, tax and estate planning, insurance, and retirement plan guidance. Portfolios emphasize asset allocation using ETFs and mutual funds, with real estate/hedge fund exposure where appropriate. Custody includes Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 6 clients, or 6 clients per representative. That equates to $661.8K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on August 3, 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Dirigo Investment Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PEYTON KYLE MCELYEA
Chief Compliance Officer
- CRD
- #4812905
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,971,045 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,971,045 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Dirigo Investment Advisors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.