Firm profile

ULRICH INVESTMENT CONSULTANTS

ALBUQUERQUE, NMCRD 159499Latest ADV January 30, 2026

Ulrich Investment Consultants is an SEC registered investment adviser organized as a limited liability company with a primary office location in Albuquerque, NM. Its latest Form ADV filing, dated January 30, 2026, reports $3.6B in regulatory assets under management, 22 employees, 4 offices, and 1,032 accounts.

Assets Under Management
$3.6B
Employees
22
Offices
4 offices
Total Clients
301
Primary office
ALBUQUERQUE, NM
1805 RIO GRANDE BOULEVARD NW, SUITE 1, ALBUQUERQUE, NM, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOEvan W. Gerald

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 44.9% of total clients.
Top client categories% of clientsClients
1
Individuals
44.9%
135
2
HNWI
34.9%
105
3
SOVERIEGN NATIONS AND TAFT HARTLEY
7.0%
21
4
Charitable
6.0%
18
5
Pension Plans
5.3%
16

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.6Bas of January 30, 2026
Discretionary64.4%
$2.3B
64% of total RAUM64.4%
Non-discretionary35.6%
$1.3B
36% of total RAUM35.6%
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.

Total AUM$3.6B
Total Accounts1,032
10Y AUM Change+$2.9B (+408.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees22
Clients per Employee14:1
10Y Employee Change+15 (+214.3%)

* 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.