# Roof Eidam Maycock Peralta

Roof Eidam Maycock Peralta is a Bank / Wealth / Trust based in San Francisco, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 1996
- **Assets under management:** Undisclosed
- **Website:** roofeidammaycock.com
- **LinkedIn:** https://www.linkedin.com/company/roof-eidam-maycock-peralta-llc

## Regulatory record

- **CRD number:** 106696
- **SEC file number:** 801-53480
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106696

## About

The firm is registered with the SEC as Roof Eidam Maycock Peralta & Company, conducting business under the Roof Eidam Maycock brand from a single office in San Francisco. Its ADV filings describe a practice built around individuals, high-net-worth households, charitable organizations, and a smaller set of institutional accounts. The disclosed strategy centers on constructing separately managed accounts across equities, fixed income, and real estate, with material emphasis on tax optimization — an approach that typically serves owners of concentrated positions, family wealth, and philanthropies with multi-year planning horizons. Real estate exposure features prominently in the firm's public disclosures, where it may source direct placements or partnership interests on behalf of clients, though specific underlying investments do not appear in its regulatory filings. Team size and aggregate assets are not publicly disclosed. The firm maintains no additional office locations and does not market adjacent vehicles, club memberships, or philanthropic foundations separate from its core advisory construct. Its lack of a media presence or website beyond a minimal landing page reflects a practice that grows through professional referrals — a pattern typical among San Francisco advisory boutiques that serve quiet pools of capital. Structurally, the firm operates as a fiduciary rather than a broker-dealer, giving it latitude to source external managers or allocate directly without product-shelf constraints. This places it among the smaller RIAs in San Francisco's competitive wealth-management geography, where institutional wirehouses, multi-family offices, and specialist boutiques compete for the same concentrated wealth.

## Sectors

- Real Estate
- Financial Services

## Questions

### How does Roof Eidam Maycock Peralta charge for its services?

The firm's regulatory filings indicate it charges asset-based fees calculated as a percentage of assets under management, with certain clients billed on a fixed-fee or hourly basis for financial planning engagements. Fee schedules are negotiated individually. As an SEC-registered RIA, the firm must disclose all compensation conflicts, and its fiduciary duty requires it to put client interests ahead of its own in all billing structures.

### Does the firm manage assets on a discretionary or non-discretionary basis?

Roof Eidam Maycock Peralta offers both discretionary and non-discretionary accounts, depending on the client mandate. Discretionary clients grant the firm authority to execute trades without pre-approval, while non-discretionary clients ratify investment decisions in advance. ADV filings for the firm reflect these arrangements as a standard part of its advisory offering.

### What investment vehicles does the firm typically use?

Based on its regulatory disclosures, the firm constructs portfolios using individual securities, ETFs, mutual funds, and real-estate placements — a mix common among boutique advisors that blend direct indexing with third-party fund selection. Separately managed accounts are the primary vehicle, with asset allocation decisions tailored to each client's tax situation and liquidity profile.

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Last updated: 2026-08-11T02:43:31.692Z

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