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| Keyboard |
| Charles Fish Investments Inc
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|---|---|
| CRD # | 110445 |
| SEC # | 801-52674 |
| CIK # | |
| AUM | 331.3 M (2026-03-12) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 949-296-3970 |
| Address | 30 Corporate Park Irvine, CA 92606 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 320.7 |
| (b) Individuals (high net worth individuals) | 0 | 5.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 4.9 |
| (n) Other | 0 | 0.0 |
| Total | 46 | 331.3 |
| By Discretionary | ||
| Discretionary | 46 | 331.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 46 | 331.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 331.3 | |
| Total | 46 | 331.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Solano Wealth Investment Advisors LLC
✚
|
CA | 331.9 M |
|
Rainier Family Wealth Inc
✚
|
WA | 331.5 M |
|
Cambridge Financial Group Inc
✚
|
OH | 331.3 M |
|
Insight Folios Inc
✚
|
NC | 331.3 M |
|
Copley Financial Group Inc
✚
|
CA | 331.2 M |
|
Bernardi Asset Management LLC
✚
|
IL | 331.0 M |
|
Sandstone Asset Management Inc
✚
|
330.7 M | |
|
Alliance Wealth Strategies LLC
✚
|
VA | 330.7 M |
|
Signature Equity Partners LLC
✚
|
OH | 330.6 M |
|
Uniplan Investment Counsel Inc
✚
|
WI | 330.5 M |