Eclectic Associates, Inc.
● SEC registered since 1984CRD 111041SEC# 801-21175Fullerton, CA
Reg. AUM
$1.47B
Employees
17
Accounts
4,290
Location
Fullerton, CA
Eclectic Associates, Inc. assets under management
Eclectic Associates, Inc. is an investment advisory firm registered with the SEC based in Fullerton, CA. The firm has been registered since 1984. It reports $1.5 billion in regulatory assets under management and employs 17 people.
Eclectic Associates, Inc. owners & executives
19 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aimee E. Calderon | Trustee Of The Calderon Family Joint Living Trust Dtd 10/30/2006 | Under 5% | 2021 |
| Andrew Calderon | Trustee Of The Calderon Family Joint Living Trust Dtd 10/30/2006 | Under 5% | 2021 |
| Calderon Family Joint Living Trust Dtd 10/30/2006 | Shareholder | Under 5% | 2021 |
| Carl Jackson Camp Control | Director | Under 5% | 1984 |
| Carl Wesley Roger Lachman Control | Vice President (since 06/2016), Trustee Of The Lachman Family Trust Dated 2/26/2004 | 10-25% | 2016 |
| Connie Shek Hall | Trustee Of The Hall Living Trust 2015 Dtd 09/08/2015 | Under 5% | 2017 |
| David K. Little and Julie a. Little Living Trust Uad 09/16/2008 | Shareholder | 50-75% | 2008 |
| David Kenneth MacLeod Control | Chief Investment Officer, Shareholder | 5-10% | 2019 |
| David Kimber Little Control | President (since 06/2016), Trustee Of The David K. Little And Julie A. Little Living Trust Uad 09/16/2008, Chairman, Director | 50-75% | 2024 |
| Hall Living Trust 2015 Dtd 09/08/2015 | Shareholder | Under 5% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Eclectic Associates, Inc. manage?
Eclectic Associates, Inc. reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Eclectic Associates, Inc. have?
Eclectic Associates, Inc. reports 17 employees.
Where is Eclectic Associates, Inc. located?
Eclectic Associates, Inc. is based in Fullerton, CA and has been SEC-registered since 1984.
Does Eclectic Associates, Inc. disclose fund performance?
Eclectic Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1440 North Harbor Blvd., Suite 220, Fullerton, CA 92835 |
| Phone | 714-738-0220 |
| Fax | 714-738-0483 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 743482 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.47B▲ 20%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,306 advisers
EmployeesTop 28%
More than 72% of 16,824 advisers
Assets under management
$1.47Bregulatory AUM
Discretionary $1.33BNon-discretionary $141.1M