WESTLAKE VILLAGE, CACRD 156883Latest ADV February 11, 2026
Fischer Investment Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westlake Village, CA. Its latest Form ADV filing, dated February 11, 2026, reports $252M in regulatory assets under management, 5 employees, and 1,125 accounts.
Assets Under Management
$252M
Employees
5
Offices
--
Total Clients
418
Primary office
WESTLAKE VILLAGE, CA
920 HAMPSHIRE ROAD, SUITE A-2, WESTLAKE VILLAGE, CA, United States
Top client segmentIndividuals represent 79.2% of total clients.
Top client categories% of clientsClients
1
Individuals
79.2%
331
2
HNWI
20.8%
87
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$252Mas of February 11, 2026
Discretionary100.0%
$252M
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$252M
Total Accounts1,125
10Y AUM Change+$143M (+130.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee84:1
10Y Employee Change+2 (+66.7%)
* 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.