L.J. BREY, INC.

L.J. BREY, INC. is an SEC-registered investment adviser (CRD 113996). Regulatory assets under management: $117.3M.

Registration

• CRD: 113996
• SEC file number: 801-134762
• Type: Registered investment adviser
• Phone: (808) 526-2644
• Latest filing: 2026-03-04
• Regulatory AUM: $117.3M
• Discretionary AUM: $117.3M
• Clients: 1
• Accounts: 257

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 113996 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search