Arroyo Investment Group, LLC is an SEC registered investment adviser organized as a corporation with a primary office location in Pasadena, CA. Its latest Form ADV filing, dated March 25, 2026, reports $319M in regulatory assets under management, 8 employees, and 995 accounts.
Assets Under Management
$319M
Employees
8
Offices
--
Total Clients
337
Primary office
PASADENA, CA
15 S. RAYMOND AVENUE, SUITE 200, PASADENA, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.3% of total clients.
Top client categories% of clientsClients
1
Individuals
70.3%
237
2
HNWI
29.1%
98
3
Charitable
0.6%
2
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$319Mas of March 25, 2026
Discretionary99.3%
$317M
99% of total RAUM99.3%
Non-discretionary0.7%
$2M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$319M
Total Accounts995
10Y AUM Change+$192M (+151.4%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee42:1
10Y Employee Change+3 (+60.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.