# FIL Investment Advisors (UK) Ltd.

> FIL Investment Advisors (UK) Ltd. is an SEC-registered investment advisory firm in Tadworth, Surrey, United Kingdom, registered since 1984, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 1, 2026.

- CRD: 110970
- Filed as: FIL INVESTMENT ADVISORS (UK) LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tadworth, Surrey, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110970
- AdvisorCensus page: https://advisorcensus.com/firm/fil-investment-advisors-uk-ltd-tadworth-surrey-110970

## Quick answers

**How is FIL Investment Advisors (UK) Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), FIL Investment Advisors (UK) Ltd. reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is FIL Investment Advisors (UK) Ltd. located?**
FIL Investment Advisors (UK) Ltd.'s principal office is in Tadworth, Surrey, United Kingdom, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is FIL Investment Advisors (UK) Ltd. registered with the SEC or a state?**
FIL Investment Advisors (UK) Ltd. is an SEC-registered investment advisory firm, registered since 1984. Status as filed: Approved. CRD 110970.

**How much does FIL Investment Advisors (UK) Ltd. manage?**
FIL Investment Advisors (UK) Ltd. reports $3,546,614,704 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (100% discretionary).

**How have FIL Investment Advisors (UK) Ltd.'s assets and staff changed since 2021?**
In the Form ADV data for FIL Investment Advisors (UK) Ltd.: Regulatory assets under management: $6,992,957,000 in the October 2021 data and $3,546,614,704 in the October 2026 data, down 49%. Total employees: 11 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does FIL Investment Advisors (UK) Ltd. serve?**
By number of clients on Form ADV Item 5.D: investment companies (5); other investment advisers (2).

**Does FIL Investment Advisors (UK) Ltd. 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/110970

**What changed in FIL Investment Advisors (UK) Ltd.'s recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $3,546,614,704
- Discretionary: $3,546,614,704
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 5 | $2,186,970,048 |
| Other investment advisers | 2 | $1,359,644,656 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1984 (42 years)
- Employees: 8 total, 8 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- London

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $6,992,957,000 | 11 | May 28, 2021 |
| October 2022 | $7,926,161,000 | 11 | May 23, 2022 |
| October 2023 | $5,697,275,000 | 17 | March 31, 2023 |
| October 2024 | $7,348,822,000 | 13 | September 26, 2024 |
| October 2025 | $7,295,911,000 | 14 | March 31, 2025 |
| October 2026 | $3,546,614,704 | 8 | July 1, 2026 |

Regulatory assets under management: $6,992,957,000 in the October 2021 data and $3,546,614,704 in the October 2026 data, down 49%.
Total employees: 11 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

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

### April 2026
- Employees performing advisory functions went from 10 to 8.
- Regulatory assets under management went from $7,295,911,000 to $3,546,614,704 (-51%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. FIL Investment Advisors (UK) Ltd. (CRD 110970): Form ADV filing data as of October 2026.