86 Republic, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,146,939
Total clients
29
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
29
Average account size
$211,963
About
86 Republic, LLC provides discretionary portfolio management and investment advisory services to individuals (including high-net-worth individuals) and investment companies, creating an Investment Policy Statement for each client and managing accounts based on individual goals, time horizons, and risk tolerance. The firm is a solo practitioner practice with about $6.15 million in assets under management and roughly 29 client accounts, and it charges asset-based fees withdrawn from custody accounts on a quarterly basis.
The firm’s investment process emphasizes fundamental analysis and a long-term trading horizon, seeking global opportunities across mutual funds, MLPs, preferred stocks, fixed income, real estate funds (including REITs), equities, ETFs and non-U.S. securities. The brochure discloses that the firm may employ borrowing in separately managed accounts as part of its implementation, and it documents client objectives and risk tolerances in written Investment Policy Statements.
Notable operational features include the firm’s required use of a single qualified custodian platform (Schwab Institutional) and its acknowledgment that it may receive custodial research and services; these custody and broker relationships are a material part of how it executes and administers client portfolios. The firm does not participate in wrap-fee programs or accept performance-based fees, and it maintains policies intended to allocate investment opportunities fairly across client accounts.
Client services
Portfolio management
Expertise
Wealth management
Passive / index investing
Active portfolio management
Real estate investing
Fee options
Up to 1.75% annually
Main office location
86 Republic, LLC
530 Technology Dr. Ste 100
Irvine CA 92618, United States
Number of offices
1
Most active in
86 Republic, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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