$2.1B Total AUM
$2.1B Disc. AUM
21.7% 3Y CAGR
14 Employees
843 ADV. Clients
45 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Signal
- Established Date
- 09-17-1980
- Office Locations
- 1
Office Locations
4334 Munson Street NW Suite 102 Canton OH
About Beese Fulmer Private Wealth Management
Beese Fulmer Private Wealth Management is a Canton, OH RIA providing private wealth management for business owners and other high-net-worth individuals/families, and institutional asset management for institutions, consultants, and financial advisors. Investment implementation is ETF-centric with fixed income exposure, supported by asset allocation and portfolio construction. Custody includes Charles Schwab.
Team overview
49 AVG AGE
$293.9M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
11.8 yrs AVG TENURE
14 Employees
7 Advisory Reps
7 RIA Reps
45yrs Firm Age
Insights
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Asset Classes
Element horizon Atlas element Vertex fusion Oak delta Quantum momentum Oak element Fusion alpha
Client Personas
Matrix fusion Foundation
Custodian
Matrix wave Zenith Quantum vertex Value wave Pathway value Pioneer Matrix
Investment Themes
Summit summit Atlas Alpha fusion
Investment Vehicles
Glacier quantum Wave
Platform
Capital
Services
Eagle zenith Meridian matrix Foundation timber Eagle harbor Vertex Unison ember Glacier Focus atlas Vertex focus
Technology
Element
Owner & Executives
D
DENNIS SCOTT FULMER
Chairman
- CRD
- #4346777
- Ownership
- 25% but less than 50%
(449) 241-3421
unison.value@elementcapital.com
in linkedin.com/in/delta-peak
RYAN THOMAS FULMER
President, TREASURER
- CRD
- #5781893
- Ownership
- 25% but less than 50%
(682) 916-4437
harbor.pathway@foundationcapital.com
in linkedin.com/in/vital-timber
F
Foundation quantum
Vector momentum
- CRD
- #80291
- Ownership
- 19.0%
(958) 542-8404
pioneer.meridian@legacycapital.com
in linkedin.com/in/capital-north
Showing 2 of 3 owners & executives
Unlock allContacts
W
WILLIAM SCOTT CAMP
--
- CRD
- #2896927
(631) 894-1482
capital.value@elementcapital.com
in linkedin.com/in/pioneer-foundation
B
Bradley James Fergason
--
- CRD
- #5575995
(663) 863-7077
alpha.optima@legacycapital.com
in linkedin.com/in/vital-meridian
M
Meridian timber
Unison focus
- CRD
- #77873
(956) 422-8210
element.north@catalystcapital.com
in linkedin.com/in/wave-glacier
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,052,214,400 | $1,010,445 |
| Non-Discretionary | $5,135,412 | $395,032 |
| Total | $2,057,349,812 | $1,006,531 |
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Separately Managed Accounts
Total SMA Asset: $2,030,393,151
Equity - Exchange:
12.8% Public Funds:
12.8% Cash:
5.0% Corporate - Investment Grade:
15.0% U.S. Government/Agency:
11.3% Municipal Bonds:
20.0% Private Funds:
23.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,044,798,790 | 12.8% |
| Public Funds | $1,044,798,790 | 12.8% |
| Cash | $408,124,527 | 5.0% |
| Corporate - Investment Grade | $1,224,373,582 | 15.0% |
| U.S. Government/Agency | $922,361,431 | 11.3% |
| Municipal Bonds | $1,632,498,109 | 20.0% |
| Private Funds | $1,885,535,315 | 23.1% |
| Total | $8,162,490,544 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON NORTH | SIGNAL MATRIX | IBO834RQQ | SWP | 5.99% | $60,120,390 |
| SIGNAL MOMENTUM | HORIZON MERIDIAN | 0HQ8IW95Y | MOLG | 10.40% | $25,809,561 |
| TIMBER ELEMENT | ZENITH UNISON | C2N0IQU4G | LLA | 5.87% | $22,200,059 |
| VECTOR VECTOR LEGACY | ELEMENT CATALYST | 3BFWPBWDR | HOBI | 9.00% | $67,223,780 |
| INSIGHT RIDGE | OPTIMA OAK | K0GAZVLW5 | WINYO | 11.84% | $78,990,415 |
| GLACIER GLACIER | OAK BEACON | BN7UVZSOT | BWDO | 0.93% | $11,628,736 |
| PIONEER SIGNAL TIMBER | VITAL FRONTIER | U9QJX8HD9 | RYAGN | 5.70% | $73,868,952 |
| RIDGE ALPHA OAK | CATALYST CAPITAL | KKDYIY8DC | UWTGA | 5.66% | $9,105,781 |