# Fuller Investment Management Company

> 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.

- CRD: 167467
- Filed as: FULLER INVESTMENT MANAGEMENT COMPANY
- Also doing business as: DBA FAITHWISE INVESTING
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pasadena, CA
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167467
- AdvisorCensus page: https://advisorcensus.com/firm/fuller-investment-management-company-pasadena-ca-167467

## Quick answers

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

**Where is Fuller Investment Management Company located?**
Fuller Investment Management Company's principal office is in Pasadena, CA, according to its Form ADV.

**Is Fuller Investment Management Company registered with the SEC or a state?**
Fuller Investment Management Company is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 167467.

**How much does Fuller Investment Management Company manage?**
Fuller Investment Management Company reports $264,464,740 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (100% discretionary).

**How have Fuller Investment Management Company's assets and staff changed since 2021?**
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.

**What types of clients does Fuller Investment Management Company serve?**
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).

**Which custodians does Fuller Investment Management Company use?**
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.

**Does Fuller Investment Management Company 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/167467

**What changed in Fuller Investment Management Company's recent Form ADV filings?**
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).

## From the Form ADV filing

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

### 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: $264,464,740
- Discretionary: $264,464,740
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $16,665,406 |
| High net worth individuals | 20 | $48,299,943 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $189,198,118 |
| Charitable organizations | 3 | $10,301,273 |

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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 9 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- faithwiseadvisors.com
- fullerinvesting.com
- Facebook @FaithWiseAdvisors
- Instagram @faithwiseadvisors
- LinkedIn @faithwise-advisors
- YouTube @FaithWiseAdvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $265,271,583 | 9 | March 29, 2021 |
| October 2022 | $277,398,180 | 8 | March 25, 2022 |
| October 2023 | $223,213,797 | 8 | August 24, 2023 |
| October 2024 | $213,322,329 | 8 | September 4, 2024 |
| October 2025 | $230,258,820 | 9 | March 24, 2025 |
| October 2026 | $264,464,740 | 9 | February 19, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fuller Investment Management Company (CRD 167467): Form ADV filing data as of October 2026.