This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-27-1997
- Office Locations
- 1
Office Locations
About L.j. Brey, Inc.
L.J. Brey, Inc. is a Honolulu-based boutique RIA offering financial planning, including estate planning, business-succession planning, and insurance/life insurance guidance. The firm invests mainly via public funds, mutual funds, and ETFs and highlights values-based client fit (starting with a “Values Exercise”). Custody is primarily at Charles Schwab & Co.
Reported data analysis
What the numbers show
Between December 24, 2025 and March 4, 2026, reported AUM increased 3.5%, from $113.3M to $117.3M.
Across 4 reported observations, AUM increased 193.1% between March 24, 2011 and March 4, 2026, from $40.0M to $117.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 61 clients, or 61 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 29 years in operation. The source data was last updated on March 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review L.j. Brey, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full L.j. Brey, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LESLEY JEAN BREY
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #2813196
- Ownership
- Less than 5%
Randall YM Kam
--
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,331,252 | $456,542 |
| Non-Discretionary | $0 | -- |
| Total | $117,331,252 | $456,542 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
L.j. Brey, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.