Fee-only adviser · Cary, NC
Realm Investment Consulting LLC
Realm Investment Consulting LLC is a fee-only investment adviser registered with the securities regulators of North Carolina, Virginia, with its main office in Cary, North Carolina. On its latest Form ADV, filed March 30, 2026, it reports $89M in regulatory assets under management, 90 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: North Carolina, Virginia |
|---|---|
| Firm CRD number | 171634 |
| Office | 2500 Regency Parkway Cary, NC 27518 |
| Phone | (919) 280-8600 |
| Website | www.realminvestor.com |
| Regulatory assets under management | $89M ($87M discretionary) |
| Individual clients | 43 non-high-net-worth, 47 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Cary
- Independent Wealth Advisors, LLC $195M
- Hicks & Associates Wealth Management, LLC $120M
- Carolina Wealth Strategies, LLC $39M
- Veratis Advisors, Inc. $6.0B
- Tackett Wealth Management, LLC $67M
- Cary Financial Planning, LLC $30M
See all 9 fee-only advisers in Cary →
Nearby
- Apex 5 firms
- Raleigh 42 firms
- New Hill 1 firm
- Fuquay Varina 1 firm
- Research Triangle Park 1 firm
- Chapel Hill 20 firms
- Durham 11 firms
- Wake Forest 2 firms
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