Data / Investment advisers / Maryland / Ullico Investment Advisors, Inc.
Ullico Investment Advisors, Inc., Bethesda, MD: $13.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Ullico Investment Advisors, Inc. is an SEC registered investment adviser with its main office in Bethesda, Maryland and reports $13.9 billion in regulatory assets under management in its Form ADV filed August 4, 2026. Its clients include pooled investment vehicles, pension and profit sharing plans and insurance companies. It is paid through a percentage of assets under management. It advises 9 private funds.
The request: Watch Ullico Investment Advisors, Inc. (CRD number 106628): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 106628
- SEC file number
- 801-36371
- SEC status
- Approved, effective April 20, 1990
- Main office
- 7373 Wisconsin Ave Suite 2000, Bethesda, MD 20814
- Phone
- (202) 962-8951
- Website
- ullico-urs.com
- Regulatory AUM
- $13,924,070,380 in the Form ADV filed August 4, 2026
- Discretionary AUM
- $13,924,070,380
- Accounts
- 25
- Employees
- 92, of which 58 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Private funds
- 9: 6 other private funds, 2 private equity funds, 1 real estate fund
- Gross assets of private funds
- $8,855,384,835
- Other offices
- 5
- Umbrella registration
- 6 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 4, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 12 | $13.05 billion |
| Pension and profit sharing plans | 10 | $530.7 million |
| Insurance companies | 1 | $224.2 million |
| Banking or thrift institutions | 1 | $116.8 million |
| Other investment advisers | 1 | Not listed |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $13.92 billion | March 31, 2026 |
| December 1, 2025 | $12.75 billion | March 29, 2025 |
Other advisers in Bethesda
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Proshare Advisors LLC | Bethesda | $85.30 billion | Not listed | adviserinfo.sec.gov |
| Chevy Chase Trust Company | Bethesda | $44.93 billion | Not listed | adviserinfo.sec.gov |
| Asb Capital Management LLC | Bethesda | $36.68 billion | Not listed | adviserinfo.sec.gov |
| Arlington Capital Partners | Bethesda | $18.19 billion | 5 | adviserinfo.sec.gov |
| Durable Capital Partners LP | Bethesda | $17.59 billion | 3 | adviserinfo.sec.gov |
| Midcap Financial Services Capital Management, LLC | Bethesda | $7.27 billion | 5 | adviserinfo.sec.gov |
| Profund Advisors LLC | Bethesda | $5.20 billion | Not listed | adviserinfo.sec.gov |
| Pennington Partners & Co., LLC | Bethesda | $5.09 billion | 10 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bethesda, MD
- Investment advisers in Maryland
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- Ullico Investment Advisors, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.