RIA Intel›Advisers›Connecticut›REBY ADVISORS, LLC

REBY ADVISORS, LLC

Advisory

N·DANBURY, CT

Data as of Oct 2, 2020 · Source: SEC Form ADV

Total AUM

$530M

1-Year AUM Growth

+28.9%

3-Year CAGR

+14.7%

Employees

14

Assets Under Management

Total AUM$530M

Discretionary AUM$526M

Non-Discretionary AUM$4M

Discretionary %99.2%

Total Clients—

Team

Total Employees14

Investment Advisers14

Employee Growth (1Y)—

Filing History

Total Filings on Record39

First FilingSep 16, 2005

Latest FilingOct 2, 2020

🔒 Full AUM trend chart and 39 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on REBY ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.