Advisor at Fuller Investment Management Company
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fuller Investment Management Company
Location
Pasadena, CA 91182
Credentials
Series 63, Series 65, Series 66
Industry experience
4 years
Daria Thomas is a financial advisor at Fuller Investment Management Company with four years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior work includes roles at The Fuller Foundation, The Music Center, and Southern California Public Radio. Fuller Investment Management Company provides investment advisory and wealth management services primarily to Christian organizations, foundations, endowments, families, and individual clients. The firm emphasizes diversified portfolio construction, asset allocation, and manager selection, managing client assets mainly on a discretionary basis.
Based on Fuller Investment Management Company
Based on Fuller Investment Management Company
$0 - $2 million: 1.00% Over $2 million - $5 million: 0.85% Over $5 million - $10 million: 0.75% Over $10 million - $25 million: 0.65% Greater than $25 million+: 0.55%
Account minimum: $500,000
135 North Oakland Avenue
Pasadena, CA 91182
California
Fuller Investment Management Company
2024 - Present (2 years)
The Fuller Foundation
2019 - Present (7 years)
The Music Center
2018 - 2019 (1 year)
Southern California Public Radio
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Los Angeles, CA
Solomon Investment Consulting, Inc.
Series 65
Los Angeles, CA
MDW Capital Management Corp.
Series 63
Los Angeles, CA
Haleakala Investment Advisors
Series 65
Pasadena, CA
Qubera Wealth Management
CFP®, Series 63, Series 65
Los Angeles, CA
HFM Advisors
Series 63, Series 65
Studio City, CA
Goldfarb Financial Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")