# Neyrey, Rene' J.

> Neyrey, Rene' J. is a state-registered investment advisory firm in Clearwater, FL, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 8, 2025.

- CRD: 126578
- Filed as: NEYREY, RENE' J.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Clearwater, FL
- Filing period: October 2026
- Form ADV filing dated: March 8, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126578
- AdvisorCensus page: https://advisorcensus.com/firm/neyrey-rene-j-clearwater-fl-126578

## Quick answers

**How is Neyrey, Rene' J. compensated?**
On its Form ADV (Item 5.E, October 2026), Neyrey, Rene' J. reports these compensation arrangements: a percentage of assets under its management.

**Where is Neyrey, Rene' J. located?**
Neyrey, Rene' J.'s principal office is in Clearwater, FL, according to its Form ADV.

**Is Neyrey, Rene' J. registered with the SEC or a state?**
Neyrey, Rene' J. is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 126578.

**How much does Neyrey, Rene' J. manage?**
Neyrey, Rene' J. reports $7,446,000 in regulatory assets under management in its Form ADV filing dated March 8, 2025 (100% discretionary).

**What types of clients does Neyrey, Rene' J. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); high net worth individuals (4); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does Neyrey, Rene' J. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/126578

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $7,446,000
- Discretionary: $7,446,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $317,000 |
| High net worth individuals | 4 | $6,600,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $529,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Neyrey, Rene' J. (CRD 126578): Form ADV filing data as of October 2026.