SILVER SPRING, MDCRD 106628Latest ADV March 31, 2026
Ullico Investment Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Silver Spring, MD. Its latest Form ADV filing, dated March 31, 2026, reports $13.9B in regulatory assets under management, 92 employees, 5 offices, and 25 accounts.
Assets Under Management
$13.9B
Employees
92
Offices
5 offices
Total Clients
25
Primary office
SILVER SPRING, MD
8403 COLESVILLE ROAD, 13TH FLOOR, SILVER SPRING, MD, United States
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 48.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
48.0%
12
2
Pension Plans
40.0%
10
3
Banks
4.0%
1
4
Other Advisers
4.0%
1
5
Insurance Cos.
4.0%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$13.9Bas of March 31, 2026
Discretionary100.0%
$13.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$13.9B
Total Accounts25
10Y AUM Change+$12.4B (+800.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees92
Clients per Employee0:1
10Y Employee Change+70 (+318.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.