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Chief Investment Officer, Shareholder · Eclectic Associates, Inc.

David K. Macleod

CRD 4983822 · Named on Form ADV at one SEC-registered adviser

At a glance

Eclectic Associates, Inc., an SEC-registered wealth manager based in Fullerton, CA with $1.5 billion in regulatory assets, lists David K. Macleod on its Form ADV as Chief Investment Officer, Shareholder, a control person.

Firms and roles

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (13)

  • David K. LittlePresident (since 06/2016), Trustee of the David K. Little and Julie A. Little Living Trust UAD 09/16/2008, Chairman, Director, Eclectic Associates, Inc.
  • Carl J. CampDirector, Eclectic Associates, Inc.
  • Julie A. LittleTrustee of the David K. Little and Julie A. Little Living Trust UAD 09/16/2008, Director, Eclectic Associates, Inc.
  • Patricia B. BuchholtzChief Compliance Officer, Eclectic Associates, Inc.
  • Carl W. LachmanVice President (since 06/2016), Trustee of the Lachman Family Trust Dated 2/26/2004, Eclectic Associates, Inc.

8 more people named with David on the same filings, with titles and firms. Free in Atlas with a free account.

See all 13 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.