# Fukoku Life International (America) Inc.

> Fukoku Life International (America) Inc. is an SEC-registered investment advisory firm in New York, NY, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 27, 2026.

- CRD: 284662
- Filed as: FUKOKU LIFE INTERNATIONAL (AMERICA) INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284662
- AdvisorCensus page: https://advisorcensus.com/firm/fukoku-life-international-america-inc-new-york-ny-284662

## Quick answers

**How is Fukoku Life International (America) Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Fukoku Life International (America) Inc. reports these compensation arrangements: a percentage of assets under its management.

**How much does Fukoku Life International (America) Inc. charge?**
Its Form ADV Part 2A brochure dated February 19, 2026 states: Asset-based fee: 0.7% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Fukoku Life International (America) Inc. located?**
Fukoku Life International (America) Inc.'s principal office is in New York, NY, according to its Form ADV.

**Is Fukoku Life International (America) Inc. registered with the SEC or a state?**
Fukoku Life International (America) Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 284662.

**How much does Fukoku Life International (America) Inc. manage?**
Fukoku Life International (America) Inc. reports $327,695,193 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (0% discretionary).

**How have Fukoku Life International (America) Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Fukoku Life International (America) Inc.: Regulatory assets under management: $343,975,507 in the October 2021 data and $327,695,193 in the October 2026 data, down 5%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fukoku Life International (America) Inc. serve?**
By number of clients on Form ADV Item 5.D: other (2).

**Which custodians does Fukoku Life International (America) Inc. use?**
Fukoku Life International (America) Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Global Custody Services as a custodian holding 10% or more of its separately managed account assets.

**Does Fukoku Life International (America) 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/284662

**Does Fukoku Life International (America) Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated February 19, 2026 says: "FLIA does not impose a minimum account size."

**What changed in Fukoku Life International (America) Inc.'s recent Form ADV filings?**
In the May 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

### Fees and minimums (Form ADV Part 2A brochure dated February 19, 2026)

- Asset-based fee: 0.7% to 1% a year (a range, as the brochure states it)

> FLIA is paid between 0.70% - 1.00% per annum for these sub- advisory services.

- Account minimum: None

> FLIA does not impose a minimum account size.

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

### Custodians (Schedule D, Section 5.K(3))
- Global Custody Services

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: $327,695,193
- Discretionary: $0
- Non-discretionary: $327,695,193

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other | 2 | $327,695,193 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2017 (9 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $343,975,507 | 5 | May 19, 2021 |
| October 2022 | $363,943,582 | 6 | June 28, 2022 |
| October 2023 | $287,192,470 | 6 | May 16, 2023 |
| October 2024 | $307,064,064 | 5 | July 19, 2024 |
| October 2025 | $322,370,486 | 5 | April 22, 2025 |
| October 2026 | $327,695,193 | 6 | April 27, 2026 |

Regulatory assets under management: $343,975,507 in the October 2021 data and $327,695,193 in the October 2026 data, down 5%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### May 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. Fukoku Life International (America) Inc. (CRD 284662): Form ADV filing data as of October 2026.