Ullico Investment Advisors, INC.
Silver Spring, MD·SEC-registered · CRD #106628
Ullico Investment Advisors, INC. is an SEC-registered investment advisory firm in Silver Spring, MD managing $14B across 25 client accounts, with 58 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$14B
Client accounts
25
Advisory staff
58
Fee model
Fee-only
How Ullico Investment Advisors, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Ullico Investment Advisors, INC.
How much does Ullico Investment Advisors, INC. manage?
Per its most recent SEC Form ADV filing (03/31/2026), Ullico Investment Advisors, INC. reports $14B in regulatory assets under management across roughly 25 client accounts.
How does Ullico Investment Advisors, INC. charge?
Ullico Investment Advisors, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Ullico Investment Advisors, INC. a fiduciary?
Yes. Ullico Investment Advisors, INC. is registered with the U.S. Securities and Exchange Commission (CRD #106628), 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 Ullico Investment Advisors, 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 Ullico Investment Advisors, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Silver Spring, MD
Profile compiled from Ullico Investment Advisors, INC.'s public SEC Form ADV filing (CRD #106628, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Ullico Investment Advisors, 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 Ullico Investment Advisors, INC.? Claim this profile.