Eclectic Associates, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Fullerton, CA. Its latest Form ADV filing, dated April 3, 2026, reports $1.5B in regulatory assets under management, 17 employees, 2 offices, and 4,290 accounts.
Assets Under Management
$1.5B
Employees
17
Offices
2 offices
Total Clients
1,222
Primary office
FULLERTON, CA
1440 NORTH HARBOR BLVD., SUITE 220, FULLERTON, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.2% of total clients.
Top client categories% of clientsClients
1
Individuals
65.2%
797
2
HNWI
33.6%
410
3
Charitable
1.2%
15
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of April 3, 2026
Discretionary90.4%
$1.3B
90% of total RAUM90.4%
Non-discretionary9.6%
$141M
10% of total RAUM9.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.5B
Total Accounts4,290
10Y AUM Change+$787M (+114.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee72:1
10Y Employee Change+2 (+13.3%)
* 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.