RIA Intel›Advisers›Montana›REPPOND INVESTMENTS, INC.

REPPOND INVESTMENTS, INC.

Advisory

MT

Data as of Mar 1, 2026 · Source: SEC Form ADV

Average account

$158K

across 295 accounts

AUM per adviser

$23M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 1, 2026.

Total AUM

$47M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$47M

Discretionary AUM$46M

Non-Discretionary AUM$808K

Discretionary %98.3%

Total Clients90

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMT, PA, TX, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

90 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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