PASADENA, CACRD 167467Latest ADV February 19, 2026
Fuller Investment Management Company is an SEC registered investment adviser organized as a corporation with a primary office location in Pasadena, CA. Its latest Form ADV filing, dated February 19, 2026, reports $264M in regulatory assets under management, 9 employees, and 79 accounts.
Assets Under Management
$264M
Employees
9
Offices
--
Total Clients
73
Primary office
PASADENA, CA
135 NORTH OAKLAND AVENUE, PASADENA, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.1% of total clients.
Top client categories% of clientsClients
1
Individuals
67.1%
49
2
HNWI
27.4%
20
3
Charitable
4.1%
3
4
Pooled Investment Vehicles
1.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$264Mas of February 19, 2026
Discretionary100.0%
$264M
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$264M
Total Accounts79
10Y AUM Change+$75M (+39.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee8:1
10Y Employee Change-4 (-30.8%)
* 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.