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Fuller & Thaler Asset Management Inc

● SEC registered since 1993CRD 107033SEC# 801-43915San Mateo, CA
Export (members)
Reg. AUM
$30.25B
Employees
30
Accounts
6,127
Location
San Mateo, CA

Fuller & Thaler Asset Management Inc assets under management

Fuller & Thaler Asset Management Inc is an investment advisory firm registered with the SEC based in San Mateo, CA. The firm has been registered since 1993. It reports $30.3 billion in regulatory assets under management and employs 30 people.

Fuller & Thaler Asset Management Inc owners & executives

12 reported
NameTitleOwnershipSince
David Michael PotterBoard Member/Partner/Portfolio Manager10-25%2009
Fernando VillegasBoard Member/Partner/Head Of Trading Operations5-10%2009
Frederick William StanskeBoard Member/Partner/Portfolio Manager10-25%1998
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Frequently asked questions

How much does Fuller & Thaler Asset Management Inc manage?

Fuller & Thaler Asset Management Inc reports $30.3 billion in regulatory assets under management on its Form ADV.

How many employees does Fuller & Thaler Asset Management Inc have?

Fuller & Thaler Asset Management Inc reports 30 employees.

Where is Fuller & Thaler Asset Management Inc located?

Fuller & Thaler Asset Management Inc is based in San Mateo, CA and has been SEC-registered since 1993.

Does Fuller & Thaler Asset Management Inc disclose fund performance?

Fuller & Thaler Asset Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address411 Borel Avenue, Suite 300, San Mateo, CA 94402
Phone650-931-1500
Office hours8:00a.m. - 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1082327
Discloses disciplinary historyNo

Regulatory AUM

$30.25B▲ 12%
Mar '25 — $27.11BApr '25 — $27.11BMay '25 — $27.11BJun '25 — $27.11BJul '25 — $27.11BAug '25 — $27.11BSep '25 — $27.11BOct '25 — $27.11BNov '25 — $27.11BDec '25 — $27.11BJan '26 — $27.11BFeb '26 — $27.11BMar '26 — $30.25BApr '26 — $30.25BMay '26 — $30.25BJun '26 — $30.25B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers

Assets under management

$30.25Bregulatory AUM
Discretionary $30.25B