SAN FRANCISCO, CACRD 160859Latest ADV April 27, 2026
Regis Metro Associates, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated April 27, 2026, reports $618M in regulatory assets under management, 5 employees, and 35 accounts.
Assets Under Management
$618M
Employees
5
Offices
--
Total Clients
35
Primary office
SAN FRANCISCO, CA
220 HALLECK STREET, SUITE 200B, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 62.9% of total clients.
Top client categories% of clientsClients
1
HNWI
62.9%
22
2
Corporations
20.0%
7
3
Pooled Investment Vehicles
14.3%
5
4
Charitable
2.9%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$618Mas of April 27, 2026
Discretionary17.1%
$106M
17% of total RAUM17.1%
Non-discretionary82.9%
$512M
83% of total RAUM82.9%
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$618M
Total Accounts35
10Y AUM Change$-129M (-17.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee7:1
10Y Employee Change-3 (-37.5%)
* 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.