Charles Fish Investments, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 110445
- SEC number
- 801-52674
- Firm type
- RIA
- Assets under management
- $331.3M as of Mar 12, 2026
- Website
- www.linkedin.com/company/charles-fish-investments-inc?_l=en_US ↗
- Phone
- 949-296-3970
- Address
- 30 Corporate Park, Irvine, CA, 92606
Advisors at this firm
4 in our index · page 1 of 1
-
Charles Willard FishCRD 1010653 · Irvine, CAIA RegisteredDisclosure event(s) on record
-
Tuan A LyCRD 6360019 · Irvine, CAIA Registered
-
Betsy Campbell SheltonCRD 700558 · Summerville, SCIA Registered
-
Anh Hoai TranCRD 6437280 · Irvine, CAIA Registered
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 110445 ↗
FINRA BrokerCheck record for firm CRD 110445 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.