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Webs Investments Inc.

● SEC registered since 2024CRD 333355SEC# 801-131319
Export (members)
Reg. AUM
$10M
Employees
5
Accounts
13
Location

Webs Investments Inc. assets under management

Webs Investments Inc. is a registered investment adviser overseen by the SEC. The firm has been registered since 2024. It reports $10 million in regulatory assets under management and employs 5 people.

Webs Investments Inc. owners & executives

3 reported
NameTitleOwnershipSince
Benjamin Thomas Fulton ControlFounder, Chief Executive Officer, President, Secretary50-75%2024
Kevin Jay Rich ControlChief Compliance OfficerUnder 5%2024
Westwood Holdings Group ControlOwner10-25%2024

Frequently asked questions

How much does Webs Investments Inc. manage?

Webs Investments Inc. reports $10 million in regulatory assets under management on its Form ADV.

How many employees does Webs Investments Inc. have?

Webs Investments Inc. reports 5 employees.

Does Webs Investments Inc. disclose fund performance?

Webs Investments Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone1-630-235-1507
Office hours9-5 Mt
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Regulatory AUM

$10M▲ 115%
Feb '25 — $4.7MMar '25 — $4.7MApr '25 — $4.7MMay '25 — $4.7MJun '25 — $4.7MJul '25 — $4.7MAug '25 — $4.7MSep '25 — $4.7MOct '25 — $4.7MNov '25 — $4.7MDec '25 — $4.7MJan '26 — $4.7MFeb '26 — $10MMar '26 — $10MApr '26 — $10MMay '26 — $10MJun '26 — $10M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$10Mregulatory AUM
Discretionary $10M