Fullerton Advisors, LLC
● SEC registered since 2025CRD 148880SEC# 801-134519Danville, CA
Reg. AUM
$120.4M
Employees
1
Accounts
258
Location
Danville, CA
Fullerton Advisors, LLC assets under management
Fullerton Advisors, LLC is an SEC-registered investment adviser based in Danville, CA. The firm has been registered since 2025. It reports $120.4 million in regulatory assets under management and employs 1 people.
Fullerton Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nicholas C Fullerton Control | Principal, Cco | Over 75% | 2008 |
Frequently asked questions
How much does Fullerton Advisors, LLC manage?
Fullerton Advisors, LLC reports $120.4 million in regulatory assets under management on its Form ADV.
How many employees does Fullerton Advisors, LLC have?
Fullerton Advisors, LLC reports 1 employees.
Where is Fullerton Advisors, LLC located?
Fullerton Advisors, LLC is based in Danville, CA and has been SEC-registered since 2025.
Does Fullerton Advisors, LLC disclose fund performance?
Fullerton Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 318 Diablo Road, Suite 260, Danville, CA 94526 |
| Phone | 925-480-7018 |
| Fax | 925-262-4649 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$120.4M▲ 11%
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$120.4Mregulatory AUM
Discretionary $120.4M