# ECLECTIC ASSOCIATES, INC.

ECLECTIC ASSOCIATES, INC. of FULLERTON, CA is an SEC-registered investment adviser.

## Registration

- CRD: 111041
- Type: SEC-registered investment adviser
- SEC file number: 801-21175
- Location: 1440 NORTH HARBOR BLVD., SUITE 220, FULLERTON, CA, 92835
- Phone: 714-738-0220
- Latest filing: 2026-04-03
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.3B
- Non-discretionary AUM: $141.1M
- Clients: 17
- Accounts: 4,290

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (35)

_Showing 25 of 35 people._

| Name | Role | Location |
| --- | --- | --- |
| Carl Jackson Camp | DIRECTOR | — |
| David Kimber Little | PRESIDENT (SINCE 06/2016), TRUSTEE OF THE DAVID K. LITTLE AND JULIE A. LITTLE LIVING TRUST UAD 09/16/2008, CHAIRMAN, DIRECTOR | — |
| Julie Ann Little | TRUSTEE OF THE DAVID K. LITTLE AND JULIE A. LITTLE LIVING TRUST UAD 09/16/2008, DIRECTOR | — |
| Patricia Burnette Buchholtz | CHIEF COMPLIANCE OFFICER | — |
| Carl Wesley Roger Lachman | VICE PRESIDENT (SINCE 06/2016), TRUSTEE OF THE LACHMAN FAMILY TRUST DATED 2/26/2004 | — |
| Marcia Nash Lachman | TRUSTEE OF THE LACHMAN FAMILY TRUST DATED 2/26/2004 | — |
| Scott Andrew Rojas | SHAREHOLDER | — |
| Russell William Hall | TRUSTEE OF THE HALL LIVING TRUST 2015 DTD 09/08/2015 | — |
| Connie Shek Hall | TRUSTEE OF THE HALL LIVING TRUST 2015 DTD 09/08/2015 | — |
| David Kenneth Macleod | CHIEF INVESTMENT OFFICER, SHAREHOLDER | — |
| Travis John Mcshane | TRUSTEE OF THE MCSHANE LIVING TRUST DATED 07/15/2019 | — |
| Rebekah Mcshane | TRUSTEE OF THE MCSHANE LIVING TRUST DATED 07/15/2019 | — |
| Aimee E Calderon | TRUSTEE OF THE CALDERON FAMILY JOINT LIVING TRUST DTD 10/30/2006 | — |
| Andrew Calderon | TRUSTEE OF THE CALDERON FAMILY JOINT LIVING TRUST DTD 10/30/2006 | — |
| LITTLE LARRY DAVID | VICE PRESIDENT | — |
| CAMP CARL JACKSON | CHAIRMAN (PRESIDENT 12/1987 - 06/2016); DIRECTOR; PRESIDENT (+1 more) | — |
| CAMP JUDITH DOLAN | DIRECTOR | — |
| CAMP WOFFORD BENJAMIN | CHAIRMAN OF THE BOARD | — |
| LITTLE DAVID KIMBER | PRESIDENT (SINCE 06/2016), TRUSTEE OF THE DAVID K. LITTLE AND JULIE A. LITTLE LIVING TRUST UAD 09/16/2008; PRESIDENT (SINCE 06/2016), TRUSTEE OF THE DAVID K. LITTLE AND JULIE A. LITTLE LIVING TRUST UAD 09/16/2008, CHAIRMAN, DIRECTOR; VICE PRESIDENT (+1 more) | — |
| CAMP CARL | PRESIDENT | — |
| CAMP ANITA JANE | OWNER | — |
| LITTLE JULIE ANN | TRUSTEE OF THE DAVID K. LITTLE AND JULIE A. LITTLE LIVING TRUST UAD 09/16/2008; TRUSTEE OF THE DAVID K. LITTLE AND JULIE A. LITTLE LIVING TRUST UAD 09/16/2008, DIRECTOR | — |
| MACLEOD KENNETH | CHIEF INVESTMENT OFFICER, SHAREHOLDER | — |
| HALL GERALD WILLIAM | TRUSTEE OF THE HALL LIVING TRUST 2015 DTD 09/08/2015 | — |
| BUCHHOLTZ PATRICIA BURNETTE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111041/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111041/similar
- Related entities: https://search.stillhousedata.com/firm/111041/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111041

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.