Roof Eidam Maycock Peralta LLC

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Client assets under management

$795,088,356

Clients

296

66% high-net-worth

Advisors

of 10 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

Typical

Average account size

$2,686,109

About

Roof Eidam Maycock Peralta LLC advises individual investors, charitable organizations and institutional clients, providing discretionary investment management, financial planning and retirement plan consulting. The firm offers portfolio construction, regular review meetings and quarterly performance reports as part of its ongoing advisory services.

The firm manages all client assets in-house and builds customized portfolios and model allocations tailored to each client’s stated risk tolerance, using fundamental, technical and cyclical analysis and a mix of mutual funds, ETFs and individual securities. Portfolios may employ margin and options strategies (including covered and uncovered writing) and are reviewed at least annually, with more frequent contact available as client needs or market conditions warrant.

Distinctively, REMP operates a wrap-fee program and manages client accounts exclusively on a wrap basis, with the firm covering trading costs for wrap clients—an arrangement that is uncommon among comparable team firms. The firm also discloses that its representatives hold insurance licenses and rebate any commissions against advisory fees, and it relies on custodial relationships with Schwab and LPL that provide technology, research and operational support.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies

Fee options

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.25% $10,000,001+: 0.15%

Other

Account minimum: $500,000

Main office location

Roof Eidam Maycock Peralta LLC

235 Pine St., Suite 1200

San Francisco CA 94104, United States

Number of offices

Most active in

California · District of Columbia · Louisiana · New York · Oregon · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 415-788-4600

Advisors at this firm

Thomas O

CFP®, Series 65

San Francisco, CA

Roof Eidam Maycock Peralta LLC

Thomas Owens is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Roof Eidam Maycock Peralta LLC since 2025 and previously held roles at Burton Enright Welch, Garde Capital, and Seattle University. Roof Eidam Maycock Peralta LLC advises individual investors, charitable organizations, and institutional clients with discretionary investment management, financial planning, and retirement plan consulting. The firm manages all client assets in-house and constructs customized portfolios using fundamental, technical, and cyclical analysis, operating a wrap-fee program that covers trading costs for clients.

Options & derivatives strategies

Juan Carlos P

CFP®, Series 63

San Francisco, CA

Roof Eidam Maycock Peralta LLC

Juan Carlos Peralta is a CFP® with 28 years of industry experience, currently serving at Roof Eidam Maycock Peralta LLC since 2009. He is based in San Francisco, CA, and holds a Series 63 license. Roof Eidam Maycock Peralta LLC provides discretionary investment management, financial planning, and retirement plan consulting to individual investors, charitable organizations, and institutional clients. The firm manages all client assets in-house, creating customized portfolios that incorporate fundamental, technical, and cyclical analysis, and operates a wrap-fee program covering trading costs for clients.

Options & derivatives strategies

Gary R

CFP®, Series 63, Series 65

San Francisco, CA

Roof Eidam Maycock Peralta LLC

Gary Roof is a CFP® professional with 29 years of experience in the financial industry. He has been with Roof Eidam Maycock Peralta LLC since 2009. The firm advises individual investors, charitable organizations, and institutional clients by providing discretionary investment management, financial planning, and retirement plan consulting. Roof Eidam Maycock Peralta LLC manages all client assets in-house, constructing customized portfolios using fundamental, technical, and cyclical analysis, and operates a wrap-fee program that covers trading costs for its clients.

Options & derivatives strategies

Randall M

CFP®, Series 63

San Francisco, CA

Roof Eidam Maycock Peralta LLC

Randall Maycock is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has been with Roof Eidam Maycock Peralta LLC since 2009, where he is part of a five-advisor team based in San Francisco, CA. Roof Eidam Maycock Peralta LLC provides discretionary investment management, financial planning, and retirement plan consulting to individual investors, charitable organizations, and institutional clients. The firm manages client assets in-house, using customized portfolios that incorporate fundamental, technical, and cyclical analysis, and operates a wrap-fee program covering trading costs for its clients.

Options & derivatives strategies

Don E

CFP®, Series 63

San Francisco, CA

Roof Eidam Maycock Peralta LLC

Don Eidam Jr. is a CFP® with 29 years of industry experience and has been with Roof Eidam Maycock Peralta LLC since 2009. He is based in San Francisco, CA, and holds a Series 63 designation. Roof Eidam Maycock Peralta LLC serves individual investors, charitable organizations, and institutional clients by providing discretionary investment management, financial planning, and retirement plan consulting. The firm builds customized portfolios using a combination of fundamental, technical, and cyclical analysis and manages accounts exclusively on a wrap-fee basis, covering trading costs for wrap clients.

Options & derivatives strategies

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