Squire Investment Management Company, LLC
● SEC registered since 2013CRD 117750SEC# 801-78495Orem, UT
Reg. AUM
$586.7M
Employees
15
Accounts
1,537
Location
Orem, UT
Squire Investment Management Company, LLC assets under management
Squire Investment Management Company, LLC operates as an SEC-registered investment adviser based in Orem, UT. The firm has been registered since 2013. It reports $586.7 million in regulatory assets under management and employs 15 people.
Squire Investment Management Company, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Lewis Archibald Control | Partner & Chief Compliance Officer | Under 5% | 2025 |
| Nathan John Larsen Control | Practicing Partner | Under 5% | 2025 |
| Squire & Company, P.C. Control | Member | Over 75% | 2007 |
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Join to unlock · $37/moFrequently asked questions
How much does Squire Investment Management Company, LLC manage?
Squire Investment Management Company, LLC reports $586.7 million in regulatory assets under management on its Form ADV.
How many employees does Squire Investment Management Company, LLC have?
Squire Investment Management Company, LLC reports 15 employees.
Where is Squire Investment Management Company, LLC located?
Squire Investment Management Company, LLC is based in Orem, UT and has been SEC-registered since 2013.
Does Squire Investment Management Company, LLC disclose fund performance?
Squire Investment Management Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1329 South 800 East, Orem, UT 84097 |
| Phone | 801-226-7722 |
| Fax | 801-228-2147 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$586.7M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$586.7Mregulatory AUM
Discretionary $578.8MNon-discretionary $7.9M