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Eclectic Associates, Inc.

Eclectic Associates, Inc.. CRD 111041

Eclectic Associates, Inc. logo

CRD: 111041

Eclectic Associates, Inc.

Fullerton, CA, 92835
7147380220
www.eclecticassociates.com
$1.5B Total AUM
$1.3B Disc. AUM
16.4% 3Y CAGR
17 Employees
1,228 ADV. Clients
42 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · JP Morgan · TD Ameritrade
Clients
Retail and Institutional
Platforms
--
Established Date
05-14-1984
Office Locations
2

Office Locations

1440 North Harbor Blvd. Suite 220 Fullerton CA
-- Gunter TX

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.

Team overview

39 AVG AGE
$147.3M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
13.5 yrs AVG TENURE
17 Employees
10 Advisory Reps
10 RIA Reps
42yrs Firm Age

Insights

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Asset Classes

Insight vital Alpha frontier Ridge Quantum optima Peak matrix

Client Personas

Oak Momentum crest

Custodian

Value horizon Vital unison Timber unison

Investment Themes

Timber signal Crest Vertex

Investment Vehicles

Quantum timber Legacy

Platform

Fusion

Services

Quantum Focus Oak ember Matrix beacon Beacon catalyst Value element Prime Legacy quantum Optima Oak

Owner & Executives

DAVID KIMBER LITTLE

DAVID KIMBER LITTLE

Chief Executive Officer, Owner, President

CRD
#2465207
Ownership
50% but less than 75%
(906) 573-3271
horizon.frontier@focuscapital.com
in linkedin.com/in/horizon-matrix
J

JULIE ANN LITTLE

Chief Executive Officer, Owner, President

CRD
--
Ownership
50% but less than 75%
(357) 908-1255
timber.insight@summitcapital.com
in linkedin.com/in/ember-optima
E

Element capital

Focus atlas ember

CRD
#33131
Ownership
45.0%
(554) 953-3771
delta.prime@embercapital.com
in linkedin.com/in/oak-frontier

Showing 2 of 14 owners & executives

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Contacts

Clarissa Linda Hartono

Clarissa Linda Hartono

Paraplanner

CRD
#7960337
(660) 408-7653
pathway.momentum@timbercapital.com
in linkedin.com/in/element-alpha
RUSSELL EUGENE MURDOCK

RUSSELL EUGENE MURDOCK

Financial Advisor

CRD
#2530207
(547) 866-9493
insight.ridge@elementcapital.com
in linkedin.com/in/value-pioneer
F

Frontier prime

Pathway pathway

CRD
#73424
(457) 887-4345
radial.frontier@meridiancapital.com
in linkedin.com/in/vertex-pathway

Showing 2 of 17 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-12-2022
02-16-2023
10-23-2024
04-08-2025
04-03-2026
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

Total SMA Asset: $1,473,498,385

$1.5B Total SMA
Public Funds:
24.2%
Equity - Exchange:
21.7%
Cash:
20.2%
Municipal Bonds:
14.4%
U.S. Government/Agency:
19.5%
Asset class Assets Assets %
Public Funds $1,255,709,919 24.2%
Equity - Exchange $1,125,987,820 21.7%
Cash $1,048,154,560 20.2%
Municipal Bonds $747,199,290 14.4%
U.S. Government/Agency $1,011,832,372 19.5%
Total $5,188,883,961 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
CREST BEACON PEAK ALPHA LEGACY WVORQXGK2 DYD 9.72% $100,509,112
ELEMENT HORIZON QUANTUM OAK OAK UZLN8BH3J UYU 7.70% $11,490,013
PRIME VITAL PATHWAY MERIDIAN FRONTIER T7ZBM992A YAB 12.32% $9,563,598
LEGACY EMBER BRIDGE ATLAS BRIDGE UZPF5TZI3 BHSS 10.52% $21,012,473
CAPITAL GLACIER CAPITAL TIMBER TIMBER 42YINTWV9 VMSYE 1.94% $55,702,987
DELTA GLACIER MERIDIAN VECTOR 3AAA63T6S HHJQ 0.67% $25,343,432
GLACIER CATALYST PRIME MERIDIAN FOCUS BEGMBE1YQ KIJ 4.19% $116,608,764
FOCUS OAK UNISON TIMBER VALUE RWQMCYA6O QVNPG 5.20% $50,849,878

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