firm profile

Fuller & Thaler Asset Management Inc

RIA San Mateo, CA CRD 107033 Last verified October 2026

Overview

Fuller & Thaler Asset Management Inc is an SEC registered investment adviser based in San Mateo, CA, registered since 1993. It reports $30.3B in assets under management across 6,127 accounts, with 30 employees.

Reported AUM: $30.3B
Discretionary: 100%
Accounts: 6,127
Average account: $4.9M
Employees: 30
Registered since: 1993
Jurisdictions: 53

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services: Individuals or Small Business
Management for Investment Companies
Portfolio Management for Businesses or Institutional Clients
Client types: Charities and Non-Profits
Corporations/Businesses
Government
High Net Worth Individuals
Individuals
Investment Companies
Other clients
Pension/Profit Sharing Plan
Pooled Investment Vehicles
Fee structure: Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 10

Raife Brandon Giovinazzo Board Member, Managing Partner, Portfolio Manager CRD 6400347
Richard H Thaler Board Member, Principal CRD 4352871
Hanna Woo Zanoni Board Member, Partner, Chief Financial CRD 4863347

7 more executive officers, with direct contact details

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Location

Headquarters: 411 Borel Ave Ste 300
San Mateo, CA 94402
County: San Mateo
Metro area: San Francisco-Oakland-Berkeley, CA
Region: West

Registrations

SEC registered
Registered in 53 jurisdictions
Website: fullerthalerfunds.com

Every state, with registration dates

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