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- Custodian
- Charles Schwab & Company · JP Morgan · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-14-1984
- Office Locations
- 2
Office Locations
About Eclectic Associates, Inc.
Eclectic Associates is an independent, fee-only fiduciary firm providing comprehensive financial planning and disciplined investment management for individuals and families—often pre-retirees/retirees, business owners, and those navigating job changes, liquidity events, inheritances, or loss. Planning spans retirement, tax strategies, estate and insurance reviews, Social Security and Medicare decisions, charitable giving, cash flow, and company retirement plans. Founded in 1984; custody includes Charles Schwab and the team uses Black Diamond.
Reported data analysis
What the numbers show
Between April 8, 2025 and April 3, 2026, reported AUM increased 20.3%, from $1.2B to $1.5B.
Across 5 reported observations, AUM increased 37.6% between October 12, 2022 and April 3, 2026, from $1.1B to $1.5B.
Of the latest reported AUM, 90.4% is discretionary and 9.6% is non-discretionary.
The firm reports 10 advisory representatives and 1,228 clients, or 122.8 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 2 reported office locations and 42 years in operation. The source data was last updated on August 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
DAVID KIMBER LITTLE
Chief Executive Officer, Owner, President
- CRD
- #2465207
- Ownership
- 50% but less than 75%
JULIE ANN LITTLE
Chief Executive Officer, Owner, President
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 14 owners & executives
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Clarissa Linda Hartono
Paraplanner
- CRD
- #7960337
RUSSELL EUGENE MURDOCK
Financial Advisor
- CRD
- #2530207
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,332,348,401 | $325,122 |
| Non-Discretionary | $141,149,984 | $735,156 |
| Total | $1,473,498,385 | $343,473 |
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Separately Managed Accounts
SMA allocation detail is available
Eclectic Associates, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Eclectic Associates, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.