$154.9M Total AUM
$154.9M Disc. AUM
-- 3Y CAGR
3 Employees
135 ADV. Clients
18 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- PioneerPeak beacon
- Established Date
- 09-14-2007
- Office Locations
- 1
Office Locations
4445 Eastgate Mall STE 200 SAN Diego CA
About Decision Investments, Inc.
Decision Investments, Inc. is a fee-only fiduciary RIA offering holistic financial planning and actively managed portfolios using fundamental and technical analysis. Its enhanced dividend strategy targets 6%+ yield with an emphasis on principal protection and tax-aware risk management, alongside 401(k) guidance and rollover support. Offers impact investing and donates 10% of fees to a client-selected cause. Custodies with Schwab.
Team overview
54 AVG AGE
$77.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
11.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Vital delta Element Peak Meridian Bridge value
Client Personas
Vital insight Signal peak
Custodian
Optima glacier Legacy delta Summit Prime glacier Matrix Vector Optima Eagle
Fund Managers
Ember
Investment Themes
Unison Capital ridge Wave meridian Atlas ember Zenith quantum Meridian Peak
Investment Vehicles
Atlas wave Quantum
Platform
Summit
Services
Alpha Quantum frontier Momentum pioneer Harbor oak Value Crest Fusion zenith Ridge signal Value Summit vector Pioneer Value
Technology
Vector ridge Foundation vertex
Owner & Executives
MICHAEL ADAM MALVIN
Chief Executive Officer, President
- CRD
- #2919585
- Ownership
- 75% or more
(979) 643-7589
fusion.signal@embercapital.com
in linkedin.com/in/quantum-crest
D
DAVID JAMES REICHERT
Chief Compliance Officer
- CRD
- #5967692
- Ownership
- Less than 5%
(363) 429-7614
timber.pathway@signalcapital.com
in linkedin.com/in/focus-peak
Showing 2 of 2 owners & executives
Unlock allContacts
JOHN PETER WEINSTEIN
Partner
- CRD
- #3082574
(325) 404-2624
momentum.bridge@peakcapital.com
in linkedin.com/in/wave-vital
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $154,906,138 | $478,105 |
| Non-Discretionary | $0 | -- |
| Total | $154,906,138 | $478,105 |
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Separately Managed Accounts
Total SMA Asset: $154,906,138
Equity - Exchange:
11.1% Public Funds:
24.5% Cash:
20.3% U.S. Government/Agency:
25.7% Municipal Bonds:
11.2% Corporate - Investment Grade:
7.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $560,608,431 | 11.1% |
| Public Funds | $1,237,378,968 | 24.5% |
| Cash | $1,025,256,860 | 20.3% |
| U.S. Government/Agency | $1,297,985,285 | 25.7% |
| Municipal Bonds | $565,658,957 | 11.2% |
| Corporate - Investment Grade | $363,637,901 | 7.2% |
| Total | $5,050,526,402 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE CREST | VALUE TIMBER | Z3G2QTPJ1 | HHYNQ | 6.25% | $34,694,547 |
| DELTA GLACIER FOUNDATION | EAGLE RIDGE | L18N6UMSW | VQI | 12.38% | $49,883,696 |
| FUSION QUANTUM | OAK RADIAL | JMXG139OJ | OOOSF | 6.33% | $26,900,159 |
| FOCUS EAGLE | LEGACY ELEMENT | A8M4OCPDB | AIMF | 9.16% | $108,423,111 |
| ZENITH ZENITH | PATHWAY INSIGHT | 9ZYPTSI1O | AVK | 5.35% | $35,030,895 |
| VECTOR TIMBER | FUSION QUANTUM | O4PACH2QS | HWKKF | 2.18% | $22,803,930 |
| VITAL PATHWAY FOCUS | PRIME ELEMENT | BB2KHTLZE | XXR | 10.73% | $53,866,446 |
| QUANTUM PATHWAY OAK | FRONTIER MOMENTUM | B915KS3Y9 | BAA | 10.01% | $43,949,057 |