F&
FULLER & THALER ASSET MANAGEMENT INC
SEC RegisteredSAN MATEO, CAhttps://fullerthalerfunds.com650-931-1500
Assets Under Management
$25B+
Employees
30
Office Locations
2 offices
Total Accounts
6127
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthInvestment CompaniesPooled VehiclesPension/Profit Sharing
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 5,559 | $2.0B |
| High Net Worth Individuals | 197 | $392M |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $153M |
| Charitable Organizations | 21 | $531M |
| State/Municipal Entities | 75 | — |
| Insurance Companies | 0 | — |
| Corporations | 0 | $0 |
8 total clients reported on Form ADV.
Leadership
Russell Jay Fuller
BOARD MEMBER/PRESIDENT/TRUSTEE OF FULLER REVOCABLE TRUST
Richard H. Thaler
BOARD MEMBER/PRINCIPAL
Frederick William Stanske
BOARD MEMBER/HEAD OF DOMESTIC STRATEGIES
Fuller Revocable Trust (co-Trustees: Russell Fuller & Anne Fuller)
SHAREHOLDER
Fuller Family Voting Trust (trustee: Russell J. Fuller)
SHAREHOLDER
Thomas Gordon Fuller
BOARD MEMBER/DIRECTOR OF MARKETING & CLIENT RELATIONS
Hanna Woo Zanoni
BOARD MEMBER/CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER
Anne Mitchell Fuller
CO-TRUSTEE OF FULLER REVOCABLE TRUST
Russell Jay Fuller
CO-TRUSTEE AND SETTLOR
David Michael Potter
BOARD MEMBER/PORTFOLIO MANAGER
Fernando Villegas
BOARD MEMBER/DIRECTOR OF TRADING
Raymond Lin
BOARD MEMBER/PORTFOLIO MANAGER
Office locations
2 offices in 2 states
CA
SAN MATEOHQ
IL
CHICAGO
Regulatory & compliance
CRD number
#107033
SEC Number
801-43915
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
fullerthalerfunds.comPhone
650-931-1500Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FULLER & THALER ASSET MANAGEMENT INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.