SourcingSourcing

REMOTIV LLC

C38
CRD 146082·SEC 801-69584·COCONUT GROVE, FL
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
REMOTIV LLC
CRD
146082
SEC file #
801-69584
EIN
—
DBA names
Remotiv / Financial Soundings

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
Pension Profit Sharing Plans12
State Or Municipal Govt6

Operations

Employees (total)
5
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
COCONUT GROVE FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Pension consultingOther Advisory Services
Fee basis
Fixed feesOther Compensation

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
facebook.com/financialsoundings(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DUGHI, ROBERT, CURTIS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
DUGHI, ROBERT, CURTIS
Dughi, Bobby
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:remotiv.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
72939
Trust Company Affiliate
No

People (6)

6
ROBERT CURTIS DUGHI
Direct Owner · 62.5%
72939
Dughi, Bobby
Direct Owner · 17.5%
7216787
MASCHINO, STEPHEN, EARL
Direct Owner · 17.5%
1531370
TUPPER, TULLIUS, CICERO
Direct Owner · 17.5%
5875743
Brian Kim
IAR
7423720
Grant Harney
IAR
7516929