# Decision Investments, Inc.

> 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.

- CRD: 145073
- Filed as: DECISION INVESTMENTS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145073
- AdvisorCensus page: https://advisorcensus.com/firm/decision-investments-inc-san-diego-ca-145073

## Quick answers

**How is Decision Investments, Inc. compensated?**
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).

**How much does Decision Investments, Inc. charge?**
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.

**Where is Decision Investments, Inc. located?**
Decision Investments, Inc.'s principal office is in San Diego, CA, according to its Form ADV.

**Is Decision Investments, Inc. registered with the SEC or a state?**
Decision Investments, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 145073.

**How much does Decision Investments, Inc. manage?**
Decision Investments, Inc. reports $154,906,138 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**How have Decision Investments, Inc.'s assets and staff changed since 2025?**
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.

**What types of clients does Decision Investments, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (86); high net worth individuals (49).

**Which custodians does Decision Investments, Inc. use?**
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.

**Does Decision Investments, Inc. report any disciplinary disclosures?**
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

**Does Decision Investments, Inc. state an account minimum?**
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."

**What changed in Decision Investments, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $131,781,361 to $154,906,138 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Account minimum: None

> DII does not impose a minimum value or other conditions to open and maintain an Investment Advisory account.

- Hourly rate: $200 an hour (financial planning and consulting services only to be rendered, without…)

> 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 .

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $154,906,138
- Discretionary: $154,906,138
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 86 | $38,935,517 |
| High net worth individuals | 49 | $115,970,621 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, LA, OR, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [decisioninvestments.com](https://decisioninvestments.com)
- Facebook @Decision-Investments
- LinkedIn @decision-investments-inc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $131,781,361 | 3 | March 5, 2025 |
| October 2026 | $154,906,138 | 3 | March 16, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $131,781,361 to $154,906,138 (+18%).

### March 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Decision Investments, Inc. (CRD 145073): Form ADV filing data as of October 2026.