ECLECTIC ASSOCIATES, INC.

CRD 111041File 801-21175

APPROVED

Retail clients

Custody

Filing as of Aug 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.47B

Above cohort median (national)

Discretionary AUM

$1.33B

Non-discretionary $141.1M

Clients

1,222

4,290 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: May 14, 1984
Principal office: 1440 NORTH HARBOR BLVD., SUITE 220, FULLERTON, CA, 92835
Phone: 714-738-0220
Website: HTTP://WWW.ECLECTICASSOCIATES.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.47B
Discretionary AUM: $1.33B
Non-discretionary AUM: $141.1M
Discretionary accounts: 4,098
Non-discretionary accounts: 192
Total accounts: 4,290
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$5.0M
Charitable organizations	15	$21.6M
High net worth individuals	410	$1.13B
Pension and profit sharing plans	Fewer than 5	$2.6M
Individuals (other than high net worth individuals)	797	$318.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
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: No

Disclosure events

ADV Item 11

This 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.