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WCM INVESTMENT MANAGEMENT
Legal name: WCM INVESTMENT MANAGEMENT, LLC
CRD 104702File 801-11916
APPROVED
Retail clients
Custody
Filing as of Aug 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$96.77B
Top 10% of cohort (national)
Discretionary AUM
$96.77B
Clients
6,735
6,728 accounts
Employees
102
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Aug 12, 1976
- Principal office
- 281 BROOKS STREET, LAGUNA BEACH, CA, 92651-2974
- Phone
- 949-380-0200
- Website
- HTTP://WWW.WCMINVEST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $96.77B
- Discretionary AUM
- $96.77B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6,728
- Non-discretionary accounts
- 0
- Total accounts
- 6,728
- AUM per client
- $14.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 416 | $7.54B |
| Non-U.S. persons | 3 | $5.42B |
| Insurance companies | 3 | $462.7M |
| Investment companies | 35 | $34.15B |
| Charitable organizations | 286 | $3.05B |
| High net worth individuals | 1,720 | $5.59B |
| Pooled investment vehicles | 128 | $22.78B |
| Pension and profit sharing plans | 102 | $7.20B |
| State or municipal government entities | 51 | $8.73B |
| Individuals (other than high net worth individuals) | 3,991 | $1.84B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 6,438 | 6,735 | increased by297 |
| Apr 1, 2026 | AUM | $74,688,235,740 | $96,772,599,352 | increased by$22,084,363,612 |
| Apr 1, 2026 | Accounts | 6,438 | 6,728 | increased by290 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 75 | 102 | increased by27 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 17,435 | 6,438 | decreased by10,997 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $93,301,352,169 | $74,688,235,740 | decreased by$18,613,116,429 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 17,430 | 6,438 | decreased by10,992 |
| Apr 1, 2022 | Employees | 72 | 75 | increased by3 |
| Apr 1, 2022 | Clients | 11,885 | 17,435 | increased by5,550 |
| Apr 1, 2022 | AUM | $71,698,081,762 | $93,301,352,169 | increased by$21,603,270,407 |
| Apr 1, 2022 | Accounts | 11,885 | 17,430 | increased by5,545 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WCM INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WCM INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.