Realm Investment Consulting LLC

REALM INVESTMENT CONSULTING LLC is an SEC-registered investment adviser in CARY, NC. The firm manages $89 million in assets, $87 million on a discretionary...

Realm Investment Consulting LLC

REALM INVESTMENT CONSULTING LLC is an SEC-registered investment adviser in CARY, NC. The firm manages $89 million in assets, $87 million on a discretionary basis. It has 1 employee and 1 investment adviser.

Website

realminvestmentconsulting.com

General information

Firm type

RIA

Is Realm Investment Consulting LLC a registered investment adviser?

Yes, Realm Investment Consulting LLC is registered as an investment adviser with the U.S. Securities and Exchange Commission (per SEC IARD filing). The registration indicates the firm provides advisory services, but no detailed client information or AUM is confirmed.

What services does Realm Investment Consulting LLC offer?

Based on SEC registration, the firm offers investment advisory services, typically including portfolio management, financial planning, or consulting for institutional or individual clients. The exact scope is not publicly specified.

How can I contact Realm Investment Consulting LLC?

Contact information is not publicly available through the firm's website or social media. The SEC registration may list a business address and phone number in its Form ADV filing.

Who are the principals or key personnel at Realm Investment Consulting LLC?

The firm has not disclosed any named principals, owners, or investment professionals in public sources. SEC filings may list a CEO or Chief Compliance Officer upon review of Form ADV.

What is the investment strategy of Realm Investment Consulting LLC?

No investment strategy or sector focus is publicly documented. As an RIA, the firm may employ a discretionary or non-discretionary approach, but no details are available from the firm's own materials or third-party sources.

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