# Reppond Investments, Inc.

> Reppond Investments, Inc. is a state-registered investment advisory firm, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 1, 2026.

- CRD: 202511
- Filed as: REPPOND INVESTMENTS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/202511
- AdvisorCensus page: https://advisorcensus.com/firm/reppond-investments-inc-202511

## Quick answers

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

**Is Reppond Investments, Inc. registered with the SEC or a state?**
Reppond Investments, Inc. is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 202511.

**How much does Reppond Investments, Inc. manage?**
Reppond Investments, Inc. reports $46,740,234 in regulatory assets under management in its Form ADV filing dated March 1, 2026 (98% discretionary).

**What types of clients does Reppond Investments, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (74); high net worth individuals (16).

**Does Reppond Investments, Inc. 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/202511

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $46,740,234
- Discretionary: $45,931,841
- Non-discretionary: $808,393

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 74 | $24,063,203 |
| High net worth individuals | 16 | $20,294,948 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,382,083 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MT, PA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- reppondinvestments.com
- Facebook @reppondinvestments
- Instagram @benreppond
- YouTube @reppondinvestments

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Reppond Investments, Inc. (CRD 202511): Form ADV filing data as of October 2026.