RIA Intel›Advisers›California›CHARLES FISH INVESTMENTS, INC.

CHARLES FISH INVESTMENTS, INC.

Advisory

N·IRVINE, CA

Data as of Jul 3, 2026 · Source: SEC Form ADV

Total AUM
$331M
1-Year AUM Growth
0.0%
3-Year CAGR
+3.3%
Employees
4
Assets Under Management
Total AUM$331M
Discretionary AUM$331M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients42
Team
Total Employees4
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record39
First FilingMar 26, 2001
Latest FilingJul 3, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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