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ULLICO INVESTMENT ADVISORS, INC.
CRD 106628File 801-36371
APPROVED
Custody
Filing as of Aug 4, 2026
Feed vintage Oct 1, 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
- HTTP://WWW.ULLICO.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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 87 | 92 | increased by5 |
| Apr 1, 2026 | Clients | 24 | 25 | increased by1 |
| Apr 1, 2026 | AUM | $12,750,234,734 | $13,924,070,380 | increased by$1,173,835,646 |
| Apr 1, 2026 | Accounts | 24 | 25 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 69 | 87 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 19 | 24 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $9,799,271,187 | $12,750,234,734 | increased by$2,950,963,547 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 19 | 24 | increased by5 |
| Apr 1, 2022 | Employees | 62 | 69 | increased by7 |
| Apr 1, 2022 | AUM | $8,242,733,698 | $9,799,271,187 | increased by$1,556,537,489 |
| 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 “ULLICO INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ULLICO 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.