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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 1b 10b

RYAN ALM ADVISERS, LLC

CRD 135781

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:eed658f6-91aa-402c-208a-d4fdd47e9c2c

Data as of Jan 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 6
On other graphs: 0
Observed: Apr 30, 2012 to Jan 9, 2026
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=1.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.8BItem 5.F on the latest filing (2026-01-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 4
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 9
Individual clients: 0
High net worth clients: 0
SEC number: 801-64714
CRD: 135781
Filings on the tape: 19
First filed: Apr 30, 2012
Latest filed: Jan 9, 2026
Organised: Limited Liability Company, DE
Website: ryanalm.com

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
DEVITO, STEVEN, WILLIAM	HEAD BOND TRADER	Na	yes	04/2018	Oct 1, 2020	Jan 5, 2024
KAMP, RUSSELL, DAVID	MANAGING DIRECTOR	Na	yes	08/2019	Oct 1, 2020	Jan 5, 2024
MONTEAGUDO, MARTHA, CARIDAD	HEAD ASSET MANAGEMENT MODELS	A	yes	06/2004	Oct 1, 2020	Jan 5, 2024
RYAN ALM, INC.	Parent	E	yes	05/2005	Apr 30, 2012	Jan 5, 2024
RYAN, RONALD, JOSEPH	CCO, CHIEF COMPLIANCE OFFICER	A	yes	05/2005	Apr 30, 2012	Jan 5, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	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; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 9, 2026	$2.8B	$1.1B	4	4	2	n/a	n/a
2024	Apr 8, 2025	$2.1B	$351M	3	3	2	n/a	n/a
2023	Jan 5, 2024	$1.9B	$120M	3	3	2	n/a	n/a
2022	Mar 27, 2023	$2.5B	$123M	3	3	2	n/a	n/a
2021	Mar 3, 2022	$528M	$69.3M	5	4	0	n/a	n/a
2020	Mar 29, 2021	$645M	$96.9M	5	5	0	n/a	n/a
2019	Jan 24, 2020	$590M	$130M	4	4	0	n/a	n/a
2018	Jan 23, 2019	$500M	$120M	3	3	2	n/a	n/a
2017	Mar 22, 2018	$417M	$0	3	3	2	n/a	n/a
2016	Apr 20, 2017	$450M	$0	2	2	n/a	n/a	n/a
2015	Feb 29, 2016	n/a	n/a	2	2	n/a	n/a	n/a
2013	Mar 19, 2014	n/a	n/a	2	2	n/a	n/a	n/a
2012	Mar 19, 2013	n/a	n/a	4	2	n/a	n/a	n/a
2011	Apr 30, 2012	n/a	n/a	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
2025	$2.8B	$2.1B	33.2%	$2.5B	3.6%	4	3	2	2

Relationships

Controls (5)

← MONTEAGUDO, MARTHA, CARIDADOwnerHEAD ASSET MANAGEMENT MODELS, ownership code A, individual
Oct 1, 2020 to Jan 5, 2024factForm ADV
← DEVITO, STEVEN, WILLIAMOwnerHEAD BOND TRADER, ownership code NA, individual
Oct 1, 2020 to Jan 5, 2024factForm ADV
← KAMP, RUSSELL, DAVIDOwnerMANAGING DIRECTOR, ownership code NA, individual
Oct 1, 2020 to Jan 5, 2024factForm ADV
← RYAN, RONALD, JOSEPHOwnerCCO, CHIEF COMPLIANCE OFFICER, ownership code A, individual
Apr 30, 2012 to Jan 5, 2024factForm ADV
← RYAN ALM, INC.OwnerPARENT, ownership code E, domestic entity
Apr 30, 2012 to Jan 5, 2024factForm ADV

Dated events

Occurred
Jan 9, 2026
Regulatory AUM changed
Ryan Alm Advisers, Llc reported RAUM $2.8B, up 33% from $2.1B (2025-08-13 to 2026-01-09)
Form ADVobserved 6 days ago
$687M
Occurred
Mar 27, 2023
Regulatory AUM changed
Ryan Alm Advisers, Llc reported RAUM $2.5B, up 369% from $527.9M (2022-10-20 to 2023-03-27)
Form ADVobserved 6 days ago
$1.9B
Occurred
Oct 1, 2020
Regulatory AUM changed
Ryan Alm Advisers, Llc reported RAUM $745.7M, up 26% from $590.0M (2020-01-24 to 2020-10-01)
Form ADVobserved 6 days ago
$156M
Occurred
Oct 1, 2020
Control person joined
Caridad Martha Monteagudo (Head Asset Management Models) appeared on Schedule A of Ryan Alm Advisers, Llc
Form ADVobserved 6 days ago
Occurred
Oct 1, 2020
Control person joined
David Russell Kamp (Managing Director) appeared on Schedule A of Ryan Alm Advisers, Llc
Form ADVobserved 6 days ago
Occurred
Oct 1, 2020
Control person joined
William Steven Devito (Head Bond Trader) appeared on Schedule A of Ryan Alm Advisers, Llc
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eed658f6-91aa-402c-208a-d4fdd47e9c2c
First observed: Apr 30, 2012
Last observed: Jan 9, 2026 8 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.

RYAN ALM ADVISERS, LLC

CRD 135781

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:eed658f6-91aa-402c-208a-d4fdd47e9c2c

Data as of Jan 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:53 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DEVITO, STEVEN, WILLIAM

HEAD BOND TRADER

yes

04/2018

Oct 1, 2020

Jan 5, 2024

KAMP, RUSSELL, DAVID

MANAGING DIRECTOR

yes

08/2019

Oct 1, 2020

Jan 5, 2024

MONTEAGUDO, MARTHA, CARIDAD

HEAD ASSET MANAGEMENT MODELS

yes

06/2004

Oct 1, 2020

Jan 5, 2024

RYAN ALM, INC.

Parent

yes

05/2005

Apr 30, 2012

Jan 5, 2024

RYAN, RONALD, JOSEPH

CCO, CHIEF COMPLIANCE OFFICER

yes

05/2005

Apr 30, 2012

Jan 5, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 9, 2026

$2.8B

$1.1B

n/a

2024

Apr 8, 2025

$2.1B

$351M

n/a

2023

Jan 5, 2024

$1.9B

$120M

n/a

2022

Mar 27, 2023

$2.5B

$123M

n/a

2021

Mar 3, 2022

$528M

$69.3M

n/a

2020

Mar 29, 2021

$645M

$96.9M

n/a

2019

Jan 24, 2020

$590M

$130M

n/a

2018

Jan 23, 2019

$500M

$120M

n/a

2017

Mar 22, 2018

$417M

n/a

2016

Apr 20, 2017

$450M

n/a

2015

Feb 29, 2016

n/a

2013

Mar 19, 2014

n/a

2012

Mar 19, 2013

n/a

2011

Apr 30, 2012

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.8B

$2.1B

33.2%

$2.5B

3.6%