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David Potter

Board Member/Partner/Portfolio Manager at Fuller & Thaler Asset Management

Officer record from the firm’s Form ADVForm ADV filed 30 March 2026

David Potter is Board Member/Partner/Portfolio Manager of Fuller & Thaler Asset Management Inc, a San Mateo investment adviser.

Role at Fuller & Thaler Asset Management

Title on Schedule A
Board Member/Partner/Portfolio Manager
Control
David Potter is not a control person of Fuller & Thaler Asset Management.
Ownership
The filed direct ownership band is 10% to 25%.
Tenure
David Potter has held the filed role since November 2009.

The firm

Fuller & Thaler Asset Management Inc
San Mateo, CA

Form ADV filed 30 March 2026

$30.3B AUM6,124 clients11 advisers2 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for David Potter is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
David Potter
CRD
4426308
Firm
Fuller & Thaler Asset Management Inc
Record basis
Form ADV officer listing
Firm bio
fullerthaler.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

He is the portfolio manager for FullerThaler's Behavioral Small-Cap Value and Mid-Cap Value strategies. The firm says he joined in 2005 and previously worked at Goldman Sachs and Scotia Capital Markets. FullerThaler Asset Management, Who We Are

Education

Credentials and memberships

Common questions

Where does David Potter work?

David Potter has been Board Member/Partner/Portfolio Manager of Fuller & Thaler Asset Management Inc since November 2009.

Source: Form ADV, Schedule A, filed 30 March 2026

Is David Potter a CFA charterholder?

Fuller & Thaler Asset Management lists David Potter with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.

Source: FullerThaler Asset Management, Who We Are

Leadership at Fuller & Thaler Asset Management

Sources

  1. IAPD individual lookup, CRD 4426308. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Fuller & Thaler Asset Management Inc, filed 30 March 2026. Title, control and ownership bands.
  3. Fuller & Thaler Asset Management team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with David Potter or Fuller & Thaler Asset Management Inc and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.