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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-19-2014
- Office Locations
- 1
Office Locations
About Realm Investment Consulting LLC
REALM Investment Consulting is a fee-only RIA serving individuals and small businesses, integrating investment management with proactive tax planning (via its affiliated CPA firm) to target better after-tax outcomes. The firm emphasizes low-cost, tax-efficient portfolio construction, including 401(k) allocation and retirement planning, and primarily implements with ETFs and public funds. Custodied at Altruist; advisory fees start around 0.5% and can be lower for $1M+ accounts.
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Owner & Executives
ROGER RONAL ELMER JR
Chief Compliance Officer, Managing Member, Owner
- CRD
- #4801562
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CARLTON LUKE DAVIS JR.
Senior Project Manager
- CRD
- #3124138
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,219,222 | -- |
| Non-Discretionary | $1,698,812 | -- |
| Total | $88,918,034 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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