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They include 202 high-net-worth individuals, 73 individual clients, and 5 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 5 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does First Wilshire Securities Management offer?","answer":"First Wilshire Securities Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does First Wilshire Securities Management charge?","answer":"First Wilshire Securities Management charges 1.25%–1.75% a year for its Separately Managed Accounts. The fee is billed in advance, is negotiable and requires an account of at least $500,000.","source":"FWSM ADV PART 2 UPDATE - MAY 4, 2026, filed 5 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does First Wilshire Securities Management use?","answer":"First Wilshire Securities Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $371M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does First Wilshire Securities Management have?","answer":"First Wilshire Securities Management has 5 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does First Wilshire Securities Management invest in?","answer":"At the end of its last fiscal year, First Wilshire Securities Management’s separately managed accounts held 98% exchange-traded equities and 2% cash and equivalents. It advises 2 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does First Wilshire Securities Management have a minimum investment?","answer":"Yes, First Wilshire Securities Management’s minimum account size for its Separately Managed Accounts is $500K.","source":"FWSM ADV PART 2 UPDATE - MAY 4, 2026, filed 5 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns First Wilshire Securities Management?","answer":"First Wilshire Securities Management’s direct owners are Scott Hood (25% to 50%), Nicole Green (10% to 25%), Howard Lu (50% to 75%) and William Caton (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 5 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does First Wilshire Securities Management get paid?","answer":"First Wilshire Securities Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is First Wilshire Securities Management registered with the SEC?","answer":"Yes, First Wilshire Securities Management has been registered with the SEC as an investment adviser since 27 May 1980. Its CRD number is 171971 and its SEC file number is 801-15260.","source":"Form ADV Part 1A, Item 1, filed 5 May 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact First Wilshire Securities Management?","answer":"First Wilshire Securities Management’s main office is at 200 South Los Robles Ave., Suite 620, Pasadena, CA 91101. Its phone number is 626-796-6622. 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