# Rayliant Investment Research

> Rayliant Investment Research is an SEC-registered investment advisory firm in Walnut, CA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 30, 2026.

- CRD: 306119
- Filed as: RAYLIANT INVESTMENT RESEARCH
- Also doing business as: RAYLIANT ASSET MANAGEMENT, RAYLIANT GLOBAL ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Walnut, CA
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306119
- AdvisorCensus page: https://advisorcensus.com/firm/rayliant-investment-research-walnut-ca-306119

## Quick answers

**How is Rayliant Investment Research compensated?**
On its Form ADV (Item 5.E, October 2026), Rayliant Investment Research reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Rayliant Investment Research located?**
Rayliant Investment Research's principal office is in Walnut, CA, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Rayliant Investment Research registered with the SEC or a state?**
Rayliant Investment Research is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306119.

**How much does Rayliant Investment Research manage?**
Rayliant Investment Research reports $203,450,744 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (100% discretionary).

**How have Rayliant Investment Research's assets and staff changed since 2021?**
In the Form ADV data for Rayliant Investment Research: Regulatory assets under management: $222,704,318 in the October 2021 data and $203,450,744 in the October 2026 data, down 9%. Total employees: 16 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Rayliant Investment Research serve?**
By number of clients on Form ADV Item 5.D: investment companies (4).

**Does Rayliant Investment Research report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306119

**What changed in Rayliant Investment Research's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $203,450,744
- Discretionary: $203,450,744
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 4 | $203,450,744 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 21 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Taipei

### Websites listed on Form ADV (Item 1.I)
- [rayliant.com](https://rayliant.com)
- LinkedIn @rayliant
- X @rayliant

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $222,704,318 | 16 | September 9, 2021 |
| October 2022 | $293,866,407 | 16 | August 16, 2022 |
| October 2023 | $169,256,600 | 16 | September 14, 2023 |
| October 2024 | $135,300,000 | 21 | February 16, 2024 |
| October 2025 | $167,621,478 | 34 | April 29, 2025 |
| October 2026 | $203,450,744 | 21 | July 30, 2026 |

Regulatory assets under management: $222,704,318 in the October 2021 data and $203,450,744 in the October 2026 data, down 9%.
Total employees: 16 in October 2021 and 21 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 11 to 8.
- Regulatory assets under management went from $167,621,478 to $203,450,744 (+21%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rayliant Investment Research (CRD 306119): Form ADV filing data as of October 2026.