86 REPUBLIC, LLC
Firm details
- Headquarters
- IRVINE, California
- CRD number
- 307733
- Website
- www.86republic.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1DONG NGO
Founder & CEOCRD 4003090
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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