Wealth manager, independent · Montreal, Quebec, Canada
Rempart Asset Management
Rempart Asset Management Inc. · SEC-registered investment adviser · CRD 154209 · SEC 801-71594
At a glance
Rempart Asset Management is an SEC-registered investment adviser based in Montreal, Quebec, Canada, with $705 million in regulatory assets under management as of its Form ADV filed December 10, 2025. Its largest client group by assets is high-net-worth individuals, and it reports 462 individual clients. By Form ADV it is a wealth manager, ranked 2,131st of 8,915 wealth managers and 6,520th of 17,210 SEC-registered advisers by assets.
Main office 514-394-2776rempart.caAs filed on Form ADV
- Regulatory AUM
- $705M
- Rank among wealth managers
- #2,131 of 8,915
- Rank among all SEC RIAs
- #6,520 of 17,210
- Individual clients
- 462
- High-net-worth clients
- 462
- Accounts
- 467
- Discretionary
- 100% of AUM
- Employees
- 8
- Advisory staff
- 5
- Offices
- 2
Owners and executives on its Form ADV
- Douglas R. BuchananPresident
- David J. StenasonChief Compliance Officer and Managing Director
- Malcolm A. SpeirsPortfolio Manager
- Natalina CircelliDirector
- David G. BumaPortfolio Manager
Custody and brokerage
2 custodians
- National Bank Independent Network$550M82%
- Raymond James$119M18%
Other RIAs using National Bank Independent NetworkOther multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 462 | $660M | 94% |
| Charitable organizations | 5 | $45M | 6% |
Disciplinary disclosures
Rempart Asset Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗rempart.ca ↗
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The full record on Rempart Asset Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 4,481 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Rempart Asset Management manage?
Rempart Asset Management reports $705 million in regulatory assets under management across 467 accounts, 100% of it on a discretionary basis, on its Form ADV filed December 10, 2025.
What kind of firm is Rempart Asset Management?
Rempart Asset Management is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Rempart Asset Management’s clients?
By assets, its largest client types are high-net-worth individuals ($660 million, 462 clients); charitable organizations ($45 million, 5 clients).
Does Rempart Asset Management have any disciplinary history?
Rempart Asset Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Rempart Asset Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2025-12-10), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →