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FULLER & THALER ASSET MANAGEMENT INC
CRD 107033File 801-43915
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 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
- Website
- HTTPS://WWW.FULLERTHALER.COM
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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 6,124 | 6,105 | decreased by19 |
| Apr 1, 2026 | Employees | 28 | 30 | increased by2 |
| Apr 1, 2026 | Clients | 4,705 | 6,124 | increased by1,419 |
| Apr 1, 2026 | AUM | $27,112,656,097 | $30,253,445,005 | increased by$3,140,788,908 |
| Apr 1, 2026 | Accounts | 4,709 | 6,127 | increased by1,418 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 28 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,948 | 4,705 | increased by2,757 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $17,584,077,100 | $27,112,656,097 | increased by$9,528,578,997 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,953 | 4,709 | increased by2,756 |
| Apr 1, 2022 | Clients | 1,291 | 1,948 | increased by657 |
| Apr 1, 2022 | AUM | $11,076,110,488 | $17,584,077,100 | increased by$6,507,966,612 |
| Apr 1, 2022 | Accounts | 1,300 | 1,953 | increased by653 |
| 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 “FULLER THALER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FULLER THALER” 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.