Fuller & Thaler Asset Management INC
San Mateo, CA·SEC-registered · CRD #107033
Fuller & Thaler Asset Management INC is an SEC-registered investment advisory firm in San Mateo, CA managing $30B across 6.1k client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$30B
Client accounts
6.1k
Advisory staff
11
Fee model
Fee-based
How Fuller & Thaler Asset Management INC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Fuller & Thaler Asset Management INC
How much does Fuller & Thaler Asset Management INC manage?
Per its most recent SEC Form ADV filing (03/30/2026), Fuller & Thaler Asset Management INC reports $30B in regulatory assets under management across roughly 6.1k client accounts.
How does Fuller & Thaler Asset Management INC charge?
Fuller & Thaler Asset Management INC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Fuller & Thaler Asset Management INC a fiduciary?
Yes. Fuller & Thaler Asset Management INC is registered with the U.S. Securities and Exchange Commission (CRD #107033), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Fuller & Thaler Asset Management INC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Fuller & Thaler Asset Management INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in San Mateo, CA
Profile compiled from Fuller & Thaler Asset Management INC's public SEC Form ADV filing (CRD #107033, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Fuller & Thaler Asset Management INC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Fuller & Thaler Asset Management INC? Claim this profile.