# Regis Metro Associates, Inc.

> Regis Metro Associates, Inc. is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 160859
- Filed as: REGIS METRO ASSOCIATES, INC.
- Also doing business as: RMA
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160859
- AdvisorCensus page: https://advisorcensus.com/firm/regis-metro-associates-inc-san-francisco-ca-160859

## Quick answers

**How is Regis Metro Associates, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Regis Metro Associates, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Regis Metro Associates, Inc. located?**
Regis Metro Associates, Inc.'s principal office is in San Francisco, CA, according to its Form ADV.

**Is Regis Metro Associates, Inc. registered with the SEC or a state?**
Regis Metro Associates, Inc. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160859.

**How much does Regis Metro Associates, Inc. manage?**
Regis Metro Associates, Inc. reports $617,810,275 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (17% discretionary).

**How have Regis Metro Associates, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Regis Metro Associates, Inc.: Regulatory assets under management: $733,947,164 in the October 2021 data and $617,810,275 in the October 2026 data, down 16%. Total employees: 7 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Regis Metro Associates, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (22); corporations or other businesses not listed above (7); pooled investment vehicles (other than investment companies and business development companies) (5).

**Does Regis Metro Associates, Inc. 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/160859

**What changed in Regis Metro Associates, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $707,521,337 to $617,810,275 (-13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $617,810,275
- Discretionary: $105,649,774
- Non-discretionary: $512,160,501

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 22 | $364,235,805 |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $105,649,774 |
| Charitable organizations | 1 | $75,032,250 |
| Corporations or other businesses not listed above | 7 | $72,892,446 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 5 total, 2 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.

### Websites listed on Form ADV (Item 1.I)
- [rmare.com](https://rmare.com)
- LinkedIn @RMA_2

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $733,947,164 | 7 | October 1, 2021 |
| October 2022 | $708,480,760 | 7 | September 15, 2022 |
| October 2023 | $785,208,092 | 7 | September 14, 2023 |
| October 2024 | $779,633,320 | 7 | September 16, 2024 |
| October 2025 | $707,521,337 | 6 | April 16, 2025 |
| October 2026 | $617,810,275 | 5 | September 18, 2026 |

Regulatory assets under management: $733,947,164 in the October 2021 data and $617,810,275 in the October 2026 data, down 16%.
Total employees: 7 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $707,521,337 to $617,810,275 (-13%).

### February 2026
- Employees performing advisory functions went from 4 to 2.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Regis Metro Associates, Inc. (CRD 160859): Form ADV filing data as of October 2026.