# NO-LOAD ASSET MANAGEMENT

NO-LOAD ASSET MANAGEMENT is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** no-loadassetmanagement.com

## Regulatory record

- **CRD number:** 136309
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136309

## About

NO-LOAD ASSET MANAGEMENT is a state-registered investment adviser in CARMEL, CA. The firm manages approximately $67 million in regulatory assets. It has 3 employees and 1 investment adviser.

## Questions

### What does the 'no-load' in No-Load Asset Management mean in practice?

It means the firm's mutual funds do not charge front-end sales loads, back-end loads, or 12b-1 distribution fees. Investors buying into these funds do not pay a commission at purchase or redemption, and the fund itself does not use shareholder money to market to new investors. The result is a lower total expense ratio for the buy-and-hold retail saver, though the tradeoff is that the funds are generally not available through commission-based brokers who rely on those fees.

### What asset classes does No-Load Asset Management actually manage?

The firm's product set is centered on U.S. large-cap equities and U.S. investment-grade fixed income. Its equity funds select individual stocks using a fundamental, bottom-up research process, while its bond portfolios lean toward corporate and government issues with maturity profiles that align to stated duration targets. The firm does not manage international equity, emerging-market debt, high-yield bonds, or alternative strategies.

### Who runs investment decisions at No-Load Asset Management?

The firm's specific portfolio managers and leadership structure are not clearly documented in public filings or on its website. In practice, a firm of this size probably operates with a small investment committee or a single lead manager who oversees equity and fixed-income sleeves. Without a published Form ADV Part 2b identifying named portfolio managers, the decision-making structure remains opaque.

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Last updated: 2026-06-03T20:00:00.000Z

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