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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

REMBERT PENDLETON JACKSON

REMBERT GROUP, INC., CRD 105171

FALLS CHURCH, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4637aa38-6275-cdae-4cff-e37061c3f534

Data as of Mar 27, 2019 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 0
On other graphs: 1
Observed: Apr 2, 2012 to Mar 27, 2019
16 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Rembert Pendleton Jackson

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.3BItem 5.F on the latest filing (2019-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $67.0M
Private client RAUM: $1.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 14
Advisory employees: 11
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 4,438
Individual clients: 943
High net worth clients: 404
Custody, client assets: $112M
SEC number: 801-21425
CRD: 105171
Filings on the tape: 16
First filed: Apr 2, 2012
Latest filed: Mar 27, 2019
Organised: Corporation, Virginia

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PENDLETON, NEWTON, GAY	TREASURER/DIRECTOR	C	yes	05/2004	Apr 2, 2012	Mar 27, 2019
REMBERT, CHARLES, ELLIS	SECRETARY/DIRECTOR	C	yes	05/2004	Apr 2, 2012	Mar 27, 2019
REMBERT, DONALD, MOSBY	PRESIDENT/CEO	B	yes	12/1989	Apr 2, 2012	Mar 27, 2019
IRBY, LESLIE, DAVID	VICE PRESIDENT	A	no	04/2013	Aug 22, 2013	Mar 27, 2019
JACKSON, DWAYNE, ANTHONY	VICE PRESIDENT/DIRECTOR	B	no	01/2006	Apr 2, 2012	Mar 27, 2019
SEIDEL, ETHAN, ABBA	Director	Na	no	05/2004	Apr 2, 2012	Mar 27, 2019

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
FALLS CHURCH	Va	United States	4	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2018	Mar 27, 2019	$1.3B	$67.0M	14	11	1	n/a	n/a
2017	Mar 15, 2018	$1.3B	$20.3M	14	11	1	n/a	n/a
2016	Mar 14, 2017	$1.2B	$11.6M	13	8	n/a	n/a	n/a
2015	Mar 21, 2016	$1.1B	$7.2M	12	8	n/a	n/a	n/a
2014	Mar 13, 2015	$1.1B	$8.2M	11	8	n/a	n/a	n/a
2013	Mar 31, 2014	$1.0B	$7.7M	10	8	n/a	n/a	n/a
2012	Apr 1, 2013	$850M	$7.3M	10	8	n/a	n/a	n/a
2011	Apr 2, 2012	$717M	$4.1M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2018	$1.3B	$1.3B	-3.7%	$1.1B	5.0%	14	14	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
REMBERT PENDLETON JACKSON	10	Mar 30, 2020	Mar 30, 2020	FALLS CHURCH, VA	Firm absorbed	RIA to RIA	100.0%

Relationships

Owns (3)

← JACKSON, DWAYNE, ANTHONYOwnerVICE PRESIDENT/DIRECTOR, ownership code B, individual
Apr 2, 2012 to presentfactForm ADV
← IRBY, LESLIE, DAVIDOwnerVICE PRESIDENT, ownership code A, individual
Aug 22, 2013 to presentfactForm ADV
← SEIDEL, ETHAN, ABBAOwnerDIRECTOR, ownership code NA, individual
Apr 2, 2012 to presentfactForm ADV

Controls (3)

← PENDLETON, NEWTON, GAYOwnerTREASURER/DIRECTOR, ownership code C, individual
Apr 2, 2012 to presentfactForm ADV
← REMBERT, CHARLES, ELLISOwnerSECRETARY/DIRECTOR, ownership code C, individual
Apr 2, 2012 to presentfactForm ADV
← REMBERT, DONALD, MOSBYOwnerPRESIDENT/CEO, ownership code B, individual
Apr 2, 2012 to presentfactForm ADV

Moved with (1)

→ REMBERT PENDLETON JACKSONRegistered adviser10 advisors, firm absorbed, same day
Mar 30, 2020 to Mar 30, 2020factForm ADV

Registered with (15)

← DWAYNE ANTHONY JACKSONAdvisorregistration: previous registration
Apr 25, 2002 to Mar 30, 2020factForm ADV
← NEWTON GAY PENDLETONAdvisorregistration: previous registration
Apr 4, 2002 to Mar 30, 2020factForm ADV
← CHARLES ELLIS REMBERTAdvisorregistration: previous registration
Apr 4, 2002 to Mar 30, 2020factForm ADV
← LESLIE DAVID IRBYAdvisorregistration: previous registration
Mar 21, 2019 to Mar 30, 2020factForm ADV
← ELIZABETH FRANCES DREW VERDIAdvisorregistration: previous registration
Nov 11, 2011 to Mar 30, 2020factForm ADV
← BRETT WILLIAM ROPERAdvisorregistration: previous registration
Apr 26, 2005 to Mar 30, 2020factForm ADV
← ELIZABETH STEINER CLOUGHAdvisorregistration: previous registration
Jun 25, 2012 to Mar 30, 2020factForm ADV
← DANIEL E JACKSONAdvisorregistration: previous registration
Mar 2, 2017 to Mar 30, 2020factForm ADV
← John Kenneth WolffAdvisorregistration: previous registration
May 15, 2017 to Mar 30, 2020factForm ADV
← David Seth TeborAdvisorregistration: previous registration
Aug 26, 2019 to Mar 30, 2020factForm ADV
← MICHAEL ALAN NESSAdvisorregistration: previous registration
Mar 3, 2005 to Mar 6, 2015factForm ADV
← JON P YANKEEAdvisorregistration: previous registration
Jan 13, 2003 to Jan 18, 2006factForm ADV
← DANIEL DRYDEN JOSSAdvisorregistration: previous registration
Apr 4, 2002 to Jan 18, 2006factForm ADV
← JENNIFER DURRETTE VANLANDINGHAMAdvisorregistration: previous registration
Apr 12, 2002 to Jan 6, 2005factForm ADV
← JOSEPH ANTHONY DORAZIOAdvisorregistration: previous registration
Apr 4, 2002 to Dec 13, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4637aa38-6275-cdae-4cff-e37061c3f534
First observed: Apr 2, 2012
Last observed: Mar 27, 2019 91 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

REMBERT PENDLETON JACKSON

REMBERT GROUP, INC., CRD 105171

FALLS CHURCH, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4637aa38-6275-cdae-4cff-e37061c3f534

Data as of Mar 27, 2019 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:28 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PENDLETON, NEWTON, GAY

TREASURER/DIRECTOR

yes

05/2004

Apr 2, 2012

Mar 27, 2019

REMBERT, CHARLES, ELLIS

SECRETARY/DIRECTOR

yes

05/2004

Apr 2, 2012

Mar 27, 2019

REMBERT, DONALD, MOSBY

PRESIDENT/CEO

yes

12/1989

Apr 2, 2012

Mar 27, 2019

IRBY, LESLIE, DAVID

VICE PRESIDENT

04/2013

Aug 22, 2013

Mar 27, 2019

JACKSON, DWAYNE, ANTHONY

VICE PRESIDENT/DIRECTOR

01/2006

Apr 2, 2012

Mar 27, 2019

SEIDEL, ETHAN, ABBA

Director

05/2004

Apr 2, 2012

Mar 27, 2019

City

State

Country

Employees

Also broker-dealer

FALLS CHURCH

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2018

Mar 27, 2019

$1.3B

$67.0M

n/a

2017

Mar 15, 2018

$1.3B

$20.3M

n/a

2016

Mar 14, 2017

$1.2B

$11.6M

n/a

2015

Mar 21, 2016

$1.1B

$7.2M

n/a

2014

Mar 13, 2015

$1.1B

$8.2M

n/a

2013

Mar 31, 2014

$1.0B

$7.7M

n/a

2012

Apr 1, 2013

$850M

$7.3M

n/a

2011

Apr 2, 2012

$717M

$4.1M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2018

$1.3B

-3.7%

$1.1B

5.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

REMBERT PENDLETON JACKSON

Mar 30, 2020

FALLS CHURCH, VA

Firm absorbed

RIA to RIA

100.0%