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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-17-1980
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between September 26, 2025 and July 6, 2026, reported AUM increased 29.9%, from $1.6B to $2.1B.
Across 5 reported observations, AUM increased 60.6% between December 2, 2022 and July 6, 2026, from $1.3B to $2.1B.
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 7 advisory representatives and 843 clients, or 120.4 clients per representative. That equates to $2.4M in reported AUM per client.
The profile lists 1 reported office location and 46 years in operation. The source data was last updated on July 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
RYAN THOMAS FULMER
President, TREASURER
- CRD
- #5781893
- Ownership
- 75% or more
NICHOLAS TRAFFLEY PERINI
Chief Compliance Officer, Secretary, Vice President
- CRD
- #5102074
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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WILLIAM SCOTT CAMP
Portfolio Manager
- CRD
- #2896927
Bradley James Fergason
Wealth Advisor
- CRD
- #5575995
Showing 2 of 7 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Beese Fulmer Private Wealth Management has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Beese Fulmer Private Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.