This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- BeaconEagle +more
- Established Date
- 12-16-2011
- Office Locations
- 2
Office Locations
About Fischer Investment Strategies, LLC
Fischer Investment Strategies is a NAPFA-certified, fee-only fiduciary RIA serving clients nationwide. The firm provides white-glove, customized financial planning and ongoing portfolio management with rebalancing and tax-aware implementation, including retirement, cash-flow, estate and risk planning. Investment approach is grounded in Modern Portfolio Theory and low-cost global diversification; qualified investors may access pre-IPO/private placements through its network and due diligence.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THEODORE JAMES FISCHER
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2557085
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Jessica Mae Ash
Financial Advisor, General Partner
- CRD
- #7707898
Dean Julian
Investment Advisor Representative
- CRD
- #6898120
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $251,920,360 | $223,929 |
| Non-Discretionary | $0 | -- |
| Total | $251,920,360 | $223,929 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $251,920,360
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $694,066,424 | 20.5% |
| Equity - OTC | $870,122,298 | 25.7% |
| Cash | $1,015,706,962 | 30.0% |
| U.S. Government/Agency | $805,794,190 | 23.8% |
| Total | $3,385,689,874 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON VERTEX | NORTH PEAK | ALC8FTVI7 | IKPWO | 6.38% | $25,842,647 |
| TIMBER PEAK | INSIGHT TIMBER | 2SSNUA2AK | NJCW | 11.27% | $53,564,043 |
| VERTEX PRIME DELTA | MATRIX MOMENTUM | QLVK2O0ZD | VXZCE | 1.04% | $7,191,432 |
| PIONEER VECTOR UNISON | FUSION FRONTIER | 3DJ3D1A5E | UAZXC | 7.81% | $107,169,837 |
| EMBER PRIME BRIDGE | CAPITAL PATHWAY | 5GL5NXIS8 | GDUN | 6.89% | $36,496,058 |
| NORTH CAPITAL ATLAS | VECTOR PIONEER | ROO2XC7RM | TYUFK | 7.78% | $104,581,494 |
| INSIGHT ELEMENT HARBOR | VITAL RADIAL | 57NMQUI10 | OHKE | 6.01% | $10,085,535 |
| VALUE CREST | CREST ALPHA | ABK4LZFM1 | ENN | 4.84% | $88,660,670 |