# The Investment House LLC

> The Investment House LLC is an SEC-registered investment advisory firm in Redondo Beach, CA, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 16, 2026.

- CRD: 163493
- Filed as: THE INVESTMENT HOUSE LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Redondo Beach, CA
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/163493
- AdvisorCensus page: https://advisorcensus.com/firm/the-investment-house-llc-redondo-beach-ca-163493

## Quick answers

**How is The Investment House LLC compensated?**
On its Form ADV (Item 5.E, October 2026), The Investment House LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is The Investment House LLC located?**
The Investment House LLC's principal office is in Redondo Beach, CA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is The Investment House LLC registered with the SEC or a state?**
The Investment House LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 163493.

**How much does The Investment House LLC manage?**
The Investment House LLC reports $2,483,717,000 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (100% discretionary).

**How have The Investment House LLC's assets and staff changed since 2021?**
In the Form ADV data for The Investment House LLC: Regulatory assets under management: $1,352,155,800 in the October 2021 data and $2,483,717,000 in the October 2026 data, up 84%. Total employees: 13 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Investment House LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (201); individuals (other than high net worth individuals) (48); investment companies (2).

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

**Does The Investment House 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/163493

**Does The Investment House LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "A minimum of $1,000,000 of assets under management is generally required for this service, although under certain circumstances this is negotiable."

**What changed in The Investment House LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $2,202,989,900 to $2,483,717,000 (+13%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> A minimum of $1,000,000 of assets under management is generally required for this service, although under certain circumstances this is negotiable.

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.
- National Financial Services 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: $2,483,717,000
- Discretionary: $2,483,717,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $19,099,000 |
| High net worth individuals | 201 | $1,436,000,000 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | 2 | $900,258,000 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $52,145,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $4,779,000 |
| Charitable organizations | Fewer than 5 | $12,312,000 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $59,124,000 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 11 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, AZ, CA, CO, FL, IL, LA, NH, NJ, NV, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Del Mar, CA

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,352,155,800 | 13 | March 17, 2021 |
| October 2022 | $1,652,403,300 | 13 | August 8, 2022 |
| October 2023 | $1,183,229,400 | 10 | August 3, 2023 |
| October 2024 | $1,621,108,200 | 10 | March 18, 2024 |
| October 2025 | $1,951,065,000 | 11 | March 25, 2025 |
| October 2026 | $2,483,717,000 | 11 | September 16, 2026 |

Regulatory assets under management: $1,352,155,800 in the October 2021 data and $2,483,717,000 in the October 2026 data, up 84%.
Total employees: 13 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $2,202,989,900 to $2,483,717,000 (+13%).

### April 2026
- Regulatory assets under management went from $1,951,065,000 to $2,202,989,900 (+13%).
- Registered or notice-filed in AZ, NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Investment House LLC (CRD 163493): Form ADV filing data as of October 2026.