# Ryzome Investment Advisors

> Ryzome Investment Advisors is an SEC-registered investment advisory firm in Okemos, MI, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 7, 2026.

- CRD: 170762
- Filed as: RYZOME INVESTMENT ADVISORS
- Legal name: Ryzome Investment Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Okemos, MI
- Filing period: October 2026
- Form ADV filing dated: June 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170762
- AdvisorCensus page: https://advisorcensus.com/firm/ryzome-investment-advisors-okemos-mi-170762

## Quick answers

**How is Ryzome Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Ryzome Investment Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Ryzome Investment Advisors located?**
Ryzome Investment Advisors' principal office is in Okemos, MI, according to its Form ADV.

**Is Ryzome Investment Advisors registered with the SEC or a state?**
Ryzome Investment Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 170762.

**How much does Ryzome Investment Advisors manage?**
Ryzome Investment Advisors reports $116,095,598 in regulatory assets under management in its Form ADV filing dated June 7, 2026 (100% discretionary).

**What types of clients does Ryzome Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (650); high net worth individuals (23).

**Which custodians does Ryzome Investment Advisors use?**
Ryzome Investment Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Ryzome Investment Advisors 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/170762

**Does Ryzome Investment Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated February 17, 2026 says: "There is no minimum account size and Clients are not required to have a certain amount of investment experience or sophistication."

**What changed in Ryzome Investment Advisors' recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 17, 2026)

- Account minimum: None

> There is no minimum account size and Clients are not required to have a certain amount of investment experience or sophistication.

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.

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: $116,095,598
- Discretionary: $116,095,598
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 650 | $81,703,344 |
| High net worth individuals | 23 | $34,350,254 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $42,000 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [ryzomeadvisors.com](https://ryzomeadvisors.com)

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ryzome Investment Advisors (CRD 170762): Form ADV filing data as of October 2026.