86 REPUBLIC, LLC

RIASEC Registered
Total AUM
$6.1M
Discretionary
$6.1M
100% of AUM
Avg account
$131K
Accounts
47
Employees
1
Advisory reps
1

Firm details

Headquarters
IRVINE, California
CRD number
307733
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

86 Republic, LLC is a small, discretionary RIA focused on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and maintains an equity-first posture: its filings show a clear preference for exchange-traded equities as the primary allocation. The adviser is organized as a limited liability company with individual ownership and is not positioned as an ESG investor, pension consultant, related adviser, or multi-state adviser. Investment activity centers on liquid, market-traded equity exposure supplemented by third-party mutual funds and real estate-related alternative allocations. The firm runs separately managed accounts and discretionary mandates, suggesting hands-on portfolio construction and ongoing rebalancing rather than a purely wrap or model-driven approach. Given the client base (individuals and families) and the modest scale, expect tailored portfolios emphasizing liquidity, tax awareness and straightforward equity exposure, with selective use of alternatives to diversify concentrated equity risk or to target income.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • DONG NGO

    Founder & CEOCRD 4003090

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

IRVINE, CA

ORANGE

Location

IRVINE, CA

Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
530 Technology Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth