Fundsmith Investment Services Limited is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated April 22, 2026, reports $40.0B in regulatory assets under management, 12 employees, and 13 accounts.
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 92.3% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
92.3%
12
2
Investment Cos.
7.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$40.0Bas of April 22, 2026
Discretionary93.5%
$37.4B
93% of total RAUM93.5%
Non-discretionary6.5%
$2.6B
7% of total RAUM6.5%
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$40.0B
Total Accounts13
10Y AUM Change+$27.7B (+224.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee1:1
10Y Employee Change0 (0.0%)
* 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.