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FULLER & THALER ASSET MANAGEMENT INC
CRD 107033File 801-43915
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$30.25B
Top 10% of cohort (national)
Discretionary AUM
$30.25B
Clients
6,105
6,127 accounts
Employees
30
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 13, 1993
- Principal office
- 411 BOREL AVENUE, SUITE 300, SAN MATEO, CA, 94402
- Phone
- 650-931-1500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $30.25B
- Discretionary AUM
- $30.25B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6,127
- Non-discretionary accounts
- 0
- Total accounts
- 6,127
- AUM per client
- $5.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 235 | $453.7M |
| Insurance companies | Fewer than 5 | $3.6M |
| Investment companies | 8 | $25.02B |
| Charitable organizations | 75 | $705.3M |
| High net worth individuals | 197 | $392.4M |
| Pooled investment vehicles | 1 | $153.1M |
| Banking or thrift institutions | Fewer than 5 | $461K |
| Pension and profit sharing plans | 21 | $531.2M |
| State or municipal government entities | 9 | $519.9M |
| Individuals (other than high net worth individuals) | 5,559 | $2.00B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
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
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 6124 | 6105 |
| 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.