{
  "crd_number": 167467,
  "slug": "fuller-investment-management-company-pasadena-ca-167467",
  "primary_business_name": "FULLER INVESTMENT MANAGEMENT COMPANY",
  "legal_name": "FULLER INVESTMENT MANAGEMENT COMPANY",
  "dbas": [
    "DBA FAITHWISE INVESTING"
  ],
  "city": "Pasadena",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-07-19",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-02-19",
  "carried_forward": false,
  "raum_total": 264464740.0,
  "raum_discretionary": 264464740.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 10301273.0,
      "count": 3
    },
    "individuals": {
      "raum": 16665406.0,
      "count": 49
    },
    "high_net_worth_individuals": {
      "raum": 48299943.0,
      "count": 20
    },
    "pooled_investment_vehicles": {
      "raum": 189198118.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://facebook.com/FaithWiseAdvisors",
    "https://faithwiseadvisors.com",
    "https://fullerinvesting.com",
    "https://instagram.com/faithwiseadvisors",
    "https://linkedin.com/company/faithwise-advisors",
    "https://youtube.com/@FaithWiseAdvisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167467",
  "city_as_filed": "PASADENA",
  "url": "https://advisorcensus.com/firm/fuller-investment-management-company-pasadena-ca-167467",
  "display_name": "Fuller Investment Management Company",
  "summary": "Fuller Investment Management Company is an SEC-registered investment advisory firm in Pasadena, CA, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 19, 2026.",
  "citation": "AdvisorCensus. Fuller Investment Management Company (CRD 167467): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Fuller Investment Management Company compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Fuller Investment Management Company reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Fuller Investment Management Company located?",
      "a": "Fuller Investment Management Company's principal office is in Pasadena, CA, according to its Form ADV."
    },
    {
      "q": "Is Fuller Investment Management Company registered with the SEC or a state?",
      "a": "Fuller Investment Management Company is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 167467."
    },
    {
      "q": "How much does Fuller Investment Management Company manage?",
      "a": "Fuller Investment Management Company reports $264,464,740 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (100% discretionary)."
    },
    {
      "q": "How have Fuller Investment Management Company's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Fuller Investment Management Company: Regulatory assets under management: $265,271,583 in the October 2021 data and $264,464,740 in the October 2026 data, unchanged. Total employees: 9 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Fuller Investment Management Company serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); high net worth individuals (20); charitable organizations (3)."
    },
    {
      "q": "Which custodians does Fuller Investment Management Company use?",
      "a": "Fuller Investment Management Company'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 Fuller Investment Management Company 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/167467"
    },
    {
      "q": "What changed in Fuller Investment Management Company's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Added the business name DBA Faithwise Investing. Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $230,258,820 to $264,464,740 (+15%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 265271583.0,
      "total_employees": 9,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 277398180.0,
      "total_employees": 8,
      "filing_date": "2022-03-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 223213797.0,
      "total_employees": 8,
      "filing_date": "2023-08-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 213322329.0,
      "total_employees": 8,
      "filing_date": "2024-09-04"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 230258820.0,
      "total_employees": 9,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 264464740.0,
      "total_employees": 9,
      "filing_date": "2026-02-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Added the business name DBA Faithwise Investing.",
        "Employees performing advisory functions went from 2 to 3.",
        "Regulatory assets under management went from $230,258,820 to $264,464,740 (+15%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "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/fuller-investment-management-company-pasadena-ca-167467.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 49,
      "fewer_than_5": false,
      "raum": 16665406.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 20,
      "fewer_than_5": false,
      "raum": 48299943.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 189198118.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": false,
      "raum": 10301273.0
    }
  ],
  "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/167467",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}