{
  "crd_number": 145073,
  "slug": "decision-investments-inc-san-diego-ca-145073",
  "primary_business_name": "DECISION INVESTMENTS, INC.",
  "legal_name": "DECISION INVESTMENTS, INC.",
  "dbas": [],
  "city": "San Diego",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-02-27",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-16",
  "carried_forward": false,
  "raum_total": 154906138.0,
  "raum_discretionary": 154906138.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 38935517.0,
      "count": 86
    },
    "high_net_worth_individuals": {
      "raum": 115970621.0,
      "count": 49
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "LA",
    "OR",
    "TX",
    "VA"
  ],
  "websites": [
    "https://decisioninvestments.com",
    "https://facebook.com/people/Decision-Investments/100065093978767?mibextid=LQQJ4d",
    "https://linkedin.com/company/decision-investments-inc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/145073",
  "city_as_filed": "SAN DIEGO",
  "url": "https://advisorcensus.com/firm/decision-investments-inc-san-diego-ca-145073",
  "display_name": "Decision Investments, Inc.",
  "summary": "Decision Investments, Inc. is an SEC-registered investment advisory firm in San Diego, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.",
  "citation": "AdvisorCensus. Decision Investments, Inc. (CRD 145073): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Decision Investments, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Decision Investments, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Decision Investments, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 16, 2026 states: Hourly rate: $200 an hour (financial planning and consulting services only to be rendered, without…). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Decision Investments, Inc. located?",
      "a": "Decision Investments, Inc.'s principal office is in San Diego, CA, according to its Form ADV."
    },
    {
      "q": "Is Decision Investments, Inc. registered with the SEC or a state?",
      "a": "Decision Investments, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 145073."
    },
    {
      "q": "How much does Decision Investments, Inc. manage?",
      "a": "Decision Investments, Inc. reports $154,906,138 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary)."
    },
    {
      "q": "How have Decision Investments, Inc.'s assets and staff changed since 2025?",
      "a": "In the Form ADV data for Decision Investments, Inc.: Regulatory assets under management: $131,781,361 in the October 2025 data and $154,906,138 in the October 2026 data, up 18%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Decision Investments, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (86); high net worth individuals (49)."
    },
    {
      "q": "Which custodians does Decision Investments, Inc. use?",
      "a": "Decision Investments, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Decision Investments, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145073"
    },
    {
      "q": "Does Decision Investments, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 16, 2026 says: \"DII does not impose a minimum value or other conditions to open and maintain an Investment Advisory account.\""
    },
    {
      "q": "What changed in Decision Investments, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $131,781,361 to $154,906,138 (+18%)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 131781361.0,
      "total_employees": 3,
      "filing_date": "2025-03-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 154906138.0,
      "total_employees": 3,
      "filing_date": "2026-03-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $131,781,361 to $154,906,138 (+18%)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 16, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $200 an hour (financial planning and consulting services only to be rendered, without…)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "DII does not impose a minimum value or other conditions to open and maintain an Investment Advisory account."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 an hour (financial planning and consulting services only to be rendered, without…)"
        ],
        "quotes": [
          "For financial planning and consulting services only to be rendered, without advisory services, we charge an hourly rate of $200 per hour or a fixed fee in the range of $1,500 ~ $5,000 depending upon the nature and complexity of your financial situation and the advice you seek ."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 200.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning and consulting services only to be rendered, without advisory services"
        }
      ]
    },
    "quotes": [
      "DII does not impose a minimum value or other conditions to open and maintain an Investment Advisory account.",
      "For financial planning and consulting services only to be rendered, without advisory services, we charge an hourly rate of $200 per hour or a fixed fee in the range of $1,500 ~ $5,000 depending upon the nature and complexity of your financial situation and the advice you seek ."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/decision-investments-inc-san-diego-ca-145073.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 86,
      "fewer_than_5": false,
      "raum": 38935517.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 49,
      "fewer_than_5": false,
      "raum": 115970621.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/145073",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}