Algorithmic Investment Models, Llc
- Regulatory AUM
- $90.9M
- Discretionary
- $90.9M
- Clients
- 228
- Avg AUM / client
- $399K
- Accounts
- 270
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Jul 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | $1.8M | 1.96% |
| High net worth individuals | 2 | $2.1M | 2.36% |
| Other investment advisers | 3 | $3.5M | 3.85% |
| Corporations and other businesses | 1 | $1.4M | 1.54% |
| Other | 216 | $82.1M | 90.3% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brendan Dennis Ryan | Partner | CFA | Jan 2020 (7y) | GP / trustee / elected manager of Algorithmic Research And Trading, Llc (indirect) |
| Courtney Arlene Doyle | Partner | Jan 2020 (7y) | GP / trustee / elected manager of Algorithmic Research And Trading, Llc (indirect) | |
| James John Bulger | Partner | Feb 2020 (6y) | GP / trustee / elected manager of Algorithmic Research And Trading, Llc (indirect) | |
| Denis John Rezendes | Partner | CFA | Feb 2020 (6y) | GP / trustee / elected manager of Algorithmic Research And Trading, Llc (indirect) |
| Daniel Joseph Dixon | Partner | Apr 2020 (6y) | GP / trustee / elected manager of Algorithmic Research And Trading, Llc (indirect) | |
| Villegas, Raulin, Keith | Chief Compliance Officer | Jul 2021 (5y) | Less than 5% | |
| Andrew Philip Rice | Partner | Dec 2021 (5y) | GP / trustee / elected manager of Algorithmic Research And Trading, Llc (indirect) | |
| Bennett, Gordon, Eric | Partner | Dec 2021 (5y) | GP / trustee / elected manager of Algorithmic Research And Trading, Llc (indirect) | |
| Brandon M Anderson | Partner | Dec 2021 (5y) | GP / trustee / elected manager of Algorithmic Research And Trading, Llc (indirect) | |
| Driscoll, David | Partner | Dec 2021 (5y) | GP / trustee / elected manager of Algorithmic Research And Trading, Llc (indirect) | |
| Kenney, Kaitlyn, Marie | Partner | Dec 2021 (5y) | GP / trustee / elected manager of Algorithmic Research And Trading, Llc (indirect) | |
| Klapman, Jared, Albert | Partner | Dec 2021 (5y) | GP / trustee / elected manager of Algorithmic Research And Trading, Llc (indirect) | |
| Osborn, Kevin, Burdick | Partner | Dec 2021 (5y) | GP / trustee / elected manager of Algorithmic Research And Trading, Llc (indirect) | |
| Todd Matthew Rice | Partner | Dec 2021 (5y) | ≈ 18.75% – 50% via Algorithmic Research And Trading, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Algorithmic Research And Trading, Llc | Equity Owner | Dec 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Todd Matthew Rice: 25% – 50% of Algorithmic Research And Trading, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
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) | 05/19/2026 | 1.03 MB | 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
- • Other fees
- • WRAP MANAGER AND SUB-ADVISOR
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $297M (74% of AUM) Jan 2020
- U.S. Bank $77.0M (49% of AUM) Feb 2025
- Wells Fargo $58.4M (64% of AUM) May 2026
- Charles Schwab & Co. $19.8M (12% of AUM) Jun 2023
- LPL Financial $18.9M (21% of AUM) May 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 29, 2026.
View current Form ADV (SEC/IAPD) ↗