Ramiah Investment Group, Inc.
- Regulatory AUM
- $283M
- Discretionary
- $135M
- Clients
- 631
- Avg AUM / client
- $449K
- Accounts
- 1,490
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 28, 2026
Investments (13F portfolio — 79 positions, $130,996,021)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | State Str Spdr S&P 500 Etf T | TR UNIT | $21,915,459 | 29,347 | 16.7% | 7.74% |
| 2 | Vanguard Index Fds | TOTAL STK MKT | $13,389,897 | 36,185 | 10.2% | 4.73% |
| 3 | Invesco Qqq Tr | UNIT SER 1 | $10,358,202 | 14,066 | 7.91% | 3.66% |
| 4 | Vanguard Index Fds | SMALL CP ETF | $9,814,722 | 32,379 | 7.49% | 3.46% |
| 5 | Vanguard Admiral Fds Inc | 500 VAL IDX FD | $6,083,297 | 27,751 | 4.64% | 2.15% |
| 6 | Vanguard Intl Equity Index F | ALLWRLD EX US | $5,678,083 | 67,798 | 4.33% | 2.0% |
| 7 | Vanguard Bd Index Fds | TOTAL BND MRKT | $4,189,528 | 57,070 | 3.2% | 1.48% |
| 8 | Ishares Tr | SP SMCP600VL ETF | $3,433,402 | 25,120 | 2.62% | 1.21% |
| 9 | Ishares Tr | MSCI EMG MKT ETF | $2,993,827 | 43,763 | 2.29% | 1.06% |
| 10 | Ishares Tr | MSCI EAFE ETF | $2,918,924 | 28,099 | 2.23% | 1.03% |
| 11 | Schwab Strategic Tr | US REIT ETF | $2,470,487 | 104,328 | 1.89% | 0.87% |
| 12 | Invesco Exchange Traded Fd T | SEMICONDUCTORS | $2,373,857 | 12,639 | 1.81% | 0.84% |
| 13 | Ishares Tr | ISHARES SEMICDTR | $2,332,366 | 3,640 | 1.78% | 0.82% |
| 14 | Vanguard Scottsdale Fds | INT-TERM CORP | $2,273,066 | 27,502 | 1.74% | 0.8% |
| 15 | Ishares Tr | IBOXX HI YD ETF | $2,159,214 | 27,000 | 1.65% | 0.76% |
| 16 | Invesco Exch Traded Fd Tr Ii | S&P 500 HB ETF | $2,138,896 | 13,747 | 1.63% | 0.75% |
| 17 | Ishares Tr | ESG AWR MSCI USA | $2,063,388 | 12,607 | 1.58% | 0.73% |
| 18 | Roundhill Etf Trust | MEMORY ETF | $1,943,806 | 26,321 | 1.48% | 0.69% |
| 19 | Spdr Series Trust | ST STR BLO 1 ETF | $1,862,858 | 20,328 | 1.42% | 0.66% |
| 20 | Vanguard Scottsdale Fds | SHRT TRM CORP BD | $1,670,694 | 21,140 | 1.28% | 0.59% |
| 21 | Abrdn Etfs | BBRG ALL COMD K1 | $1,629,614 | 72,946 | 1.24% | 0.58% |
| 22 | Ishares Tr | S&P MC 400VL ETF | $1,532,551 | 10,374 | 1.17% | 0.54% |
| 23 | Ishares Tr | S&P 500 GRWT ETF | $1,461,394 | 10,626 | 1.12% | 0.52% |
| 24 | Vanguard Scottsdale Fds | INTER TERM TREAS | $1,275,320 | 21,623 | 0.97% | 0.45% |
| 25 | Pimco Etf Tr | ACTIVE BD ETF | $1,234,347 | 13,386 | 0.94% | 0.44% |
Top 25 of 79 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 558 | $113M | 39.9% |
| High net worth individuals | 68 | $166M | 58.7% |
| Pension and profit sharing plans | 1 | $1.3M | 0.47% |
| Corporations and other businesses | 4 | $2.5M | 0.89% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ramu Ramiah | President;Shareholder(common) | Mar 2004 (22y) | 75% or more | |
| Joseph, Letha | Chief Compliance Officer;Secretary, Shareholder(common) | Sep 2004 (22y) | 10% – 25% | |
| Jason Scott Visner | Registered representative | Nov 2010 (16y) | ||
| Dalton James Weyandt | Registered representative | Jun 2022 (4y) | ||
| Daena Beth Ramiah | Registered representative | Jan 2025 (2y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 907 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Pershing $283M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 28, 2026.
View current Form ADV (SEC/IAPD) ↗