# Roof Eidam Maycock Peralta LLC

> Roof Eidam Maycock Peralta LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 1996, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 106696
- Filed as: ROOF EIDAM MAYCOCK PERALTA LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106696
- AdvisorCensus page: https://advisorcensus.com/firm/roof-eidam-maycock-peralta-llc-san-francisco-ca-106696

## Quick answers

**How is Roof Eidam Maycock Peralta LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Roof Eidam Maycock Peralta LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Roof Eidam Maycock Peralta LLC located?**
Roof Eidam Maycock Peralta LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Roof Eidam Maycock Peralta LLC registered with the SEC or a state?**
Roof Eidam Maycock Peralta LLC is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 106696.

**How much does Roof Eidam Maycock Peralta LLC manage?**
Roof Eidam Maycock Peralta LLC reports $804,912,358 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**How have Roof Eidam Maycock Peralta LLC's assets and staff changed since 2021?**
In the Form ADV data for Roof Eidam Maycock Peralta LLC: Regulatory assets under management: $638,575,556 in the October 2021 data and $804,912,358 in the October 2026 data, up 26%. Total employees: 7 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Roof Eidam Maycock Peralta LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (194); individuals (other than high net worth individuals) (102).

**Which custodians does Roof Eidam Maycock Peralta LLC use?**
Roof Eidam Maycock Peralta LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

**Does Roof Eidam Maycock Peralta LLC 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/106696

**Does Roof Eidam Maycock Peralta LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 25, 2026 says: "A minimum of $ 500,000 is required for new clients to establish an advisory relationship with REMP. However, direct familial accounts may be combined to meet this minimum. Exceptions may be made on a case-by-case basis at the discretion of management."

**What changed in Roof Eidam Maycock Peralta LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $727,087,215 to $804,912,358 (+11%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> A minimum of $ 500,000 is required for new clients to establish an advisory relationship with REMP. However, direct familial accounts may be combined to meet this minimum. Exceptions may be made on a case-by-case basis at the discretion of management.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $804,912,358
- Discretionary: $804,912,358
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 102 | $51,760,008 |
| High net worth individuals | 194 | $743,328,348 |
| Corporations or other businesses not listed above | Fewer than 5 | $9,824,002 |

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

### Firm details
- Registered since: 1996 (29 years)
- Employees: 10 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, DC, LA, NY, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rempadvisors.com
- LinkedIn @roof-eidam-maycock-peralta-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $638,575,556 | 7 | February 26, 2021 |
| October 2022 | $705,534,441 | 9 | June 13, 2022 |
| October 2023 | $615,802,721 | 8 | April 19, 2023 |
| October 2024 | $693,059,780 | 8 | September 11, 2024 |
| October 2025 | $727,087,215 | 8 | February 4, 2025 |
| October 2026 | $804,912,358 | 10 | February 25, 2026 |

Regulatory assets under management: $638,575,556 in the October 2021 data and $804,912,358 in the October 2026 data, up 26%.
Total employees: 7 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $727,087,215 to $804,912,358 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Roof Eidam Maycock Peralta LLC (CRD 106696): Form ADV filing data as of October 2026.