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ULLICO INVESTMENT ADVISORS, INC.
CRD 106628File 801-36371
APPROVED
Custody
Filing as of Aug 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$13.92B
Top 10% of cohort (national)
Discretionary AUM
$13.92B
Clients
25
25 accounts
Employees
92
Top 10% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 20, 1990
- Principal office
- 7373 WISCONSIN AVE, SUITE 2000, BETHESDA, MD, 20814
- Phone
- 202-962-8951
- Website
- https://ullico-urs.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $13.92B
- Discretionary AUM
- $13.92B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 25
- Non-discretionary accounts
- 0
- Total accounts
- 25
- AUM per client
- $557.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $224.2M |
| Other investment advisers | Fewer than 5 | $0 |
| Pooled investment vehicles | 12 | $13.05B |
| Banking or thrift institutions | Fewer than 5 | $116.8M |
| Pension and profit sharing plans | 10 | $530.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.