REALM INVESTMENT CONSULTING LLC

REALM INVESTMENT CONSULTING LLC of CARY, NC is an SEC-registered investment adviser (CRD 171634). Regulatory assets under management: $88.9M.

Registration

• CRD: 171634
• Type: Registered investment adviser
• Location: 2500 REGENCY PARKWAY, CARY, NC, 27518
• Phone: (919) 280-8600
• Latest filing: 2026-03-30
• Regulatory AUM: $88.9M
• Discretionary AUM: $87.2M
• Non-discretionary AUM: $1.7M
• Clients: 1
• Accounts: 90

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171634 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search