FULLER INVESTMENT MANAGEMENT COMPANY

CRD 167467File 801-78317

APPROVED

Retail clients

Custody

Filing as of Feb 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$264.5M

Below cohort median (national)

Discretionary AUM

$264.5M

Clients

79 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Jul 19, 2013
Principal office: 135 NORTH OAKLAND AVENUE, PASADENA, CA, 91182
Phone: 626-765-8450
Website: HTTP://FULLERINVESTING.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $264.5M
Discretionary AUM: $264.5M
Non-discretionary AUM: $0
Discretionary accounts: 79
Non-discretionary accounts: 0
Total accounts: 79
AUM per client: $3.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	3	$10.3M
High net worth individuals	20	$48.3M
Pooled investment vehicles	1	$189.2M
Individuals (other than high net worth individuals)	49	$16.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

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 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.