ECLECTIC ASSOCIATES, INC.

ECLECTIC ASSOCIATES, INC. of FULLERTON, CA is an SEC-registered investment adviser (CRD 111041). Regulatory assets under management: $1.5B.

Registration

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.

NameRoleLocation
Carl Jackson CampDIRECTOR—
David Kimber LittlePRESIDENT (SINCE 06/2016), TRUSTEE OF THE DAVID K. LITTLE AND JULIE A. LITTLE LIVING TRUST UAD 09/16/2008, CHAIRMAN, DIRECTOR—
Julie Ann LittleTRUSTEE OF THE DAVID K. LITTLE AND JULIE A. LITTLE LIVING TRUST UAD 09/16/2008, DIRECTOR—
Patricia Burnette BuchholtzCHIEF COMPLIANCE OFFICER—
Carl Wesley Roger LachmanVICE PRESIDENT (SINCE 06/2016), TRUSTEE OF THE LACHMAN FAMILY TRUST DATED 2/26/2004—
Marcia Nash LachmanTRUSTEE OF THE LACHMAN FAMILY TRUST DATED 2/26/2004—
Scott Andrew RojasSHAREHOLDER—
Russell William HallTRUSTEE OF THE HALL LIVING TRUST 2015 DTD 09/08/2015—
Connie Shek HallTRUSTEE OF THE HALL LIVING TRUST 2015 DTD 09/08/2015—
David Kenneth MacleodCHIEF INVESTMENT OFFICER, SHAREHOLDER—
Travis John McshaneTRUSTEE OF THE MCSHANE LIVING TRUST DATED 07/15/2019—
Rebekah McshaneTRUSTEE OF THE MCSHANE LIVING TRUST DATED 07/15/2019—
Aimee E CalderonTRUSTEE OF THE CALDERON FAMILY JOINT LIVING TRUST DTD 10/30/2006—
Andrew CalderonTRUSTEE OF THE CALDERON FAMILY JOINT LIVING TRUST DTD 10/30/2006—
LITTLE LARRY DAVIDVICE PRESIDENT—
CAMP CARL JACKSONCHAIRMAN (PRESIDENT 12/1987 - 06/2016); DIRECTOR; PRESIDENT (+1 more)—
CAMP JUDITH DOLANDIRECTOR—
CAMP WOFFORD BENJAMINCHAIRMAN OF THE BOARD—
LITTLE DAVID KIMBERPRESIDENT (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 CARLPRESIDENT—
CAMP ANITA JANEOWNER—
LITTLE JULIE ANNTRUSTEE 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 KENNETHCHIEF INVESTMENT OFFICER, SHAREHOLDER—
HALL GERALD WILLIAMTRUSTEE OF THE HALL LIVING TRUST 2015 DTD 09/08/2015—
BUCHHOLTZ PATRICIA BURNETTECHIEF COMPLIANCE OFFICER—

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