Fuller & Thaler Asset Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in San Mateo, CA. Its latest Form ADV filing, dated March 30, 2026, reports $30.3B in regulatory assets under management, 30 employees, 1 office, and 6,127 accounts.
Assets Under Management
$30.3B
Employees
30
Offices
1 office
Total Clients
6,124
Primary office
SAN MATEO, CA
411 BOREL AVENUE, SUITE 300, SAN MATEO, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.8% of total clients.
Top client categories% of clientsClients
1
Individuals
90.8%
5,559
2
Corporations
3.8%
235
3
HNWI
3.2%
197
4
Charitable
1.2%
75
5
Pension Plans
0.3%
21
Additional categories (<0.1%)
Pooled Investment Vehicles<5 clients
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$30.3Bas of March 30, 2026
Discretionary100.0%
$30.3B
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.
Total AUM$30.3B
Total Accounts6,127
10Y AUM Change+$22.8B (+305.4%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee204:1
10Y Employee Change+11 (+57.9%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.