Charles Fish Investments, Inc.
Charles Fish Investments, Inc. is an SEC-registered ria in Irvine, CA with $331.3M assets under management (AUM, regulatory AUM), -3% over one year. See who owns Charles Fish Investments, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110445, SEC 801-52674, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $331.3M (2026-03-12)
- Firm type
- Ria
- Location
- Irvine, CA
- Employees
- 5
- Clients
- 42
- CRD
- 110445
- Ownership
- FISH, CHARLES, WILLARD; SHELTON, BETSY, CAMPBELL; THOMPSON, KATHLEEN, LOUISE; FISH, DIANE, KENNEDY; HA, TAMI, VO
How much AUM does Charles Fish Investments, Inc. have?
Charles Fish Investments, Inc. reported $331.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Charles Fish Investments, Inc.?
Disclosed owners and executives of Charles Fish Investments, Inc. include FISH, CHARLES, WILLARD, SHELTON, BETSY, CAMPBELL, THOMPSON, KATHLEEN, LOUISE, FISH, DIANE, KENNEDY, HA, TAMI, VO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.