CRD: 115265
Fuller Capital Management, LLC
Fort Worth, TX
8177358200
$25.5M Total AUM
$25.5M Disc. AUM
-- 3Y CAGR
2 Employees
152 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-1999
- Office Locations
- 1
Office Locations
-- Fort Worth TX
About Fuller Capital Management, LLC
Fuller Capital Management, LLC is a Fort Worth-based RIA. The firm has been operating for 27 years. Managing $25.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$25.5M AVG AUM / ADVISOR
$168.0K AVG AUM / CLIENT
27 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Accredited Investors
Radial peak
Asset Classes
Atlas optima Vital
Investment Themes
Ridge
Investment Vehicles
Zenith atlas Pathway alpha
Services
Pathway signal
Owner & Executives
JOHN WILLIAM FULLER
Chief Executive Officer, President, Wealth Advisor
- CRD
- #1185531
- Ownership
- 75% or more
(390) 360-6359
delta.vector@beaconcapital.com
in linkedin.com/in/pathway-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,536,988 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,536,988 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,536,988
Public Funds:
21.9% Equity - Exchange:
26.1% U.S. Government/Agency:
30.3% Cash:
15.9% Municipal Bonds:
5.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $636,905,045 | 21.9% |
| Equity - Exchange | $759,051,218 | 26.1% |
| U.S. Government/Agency | $881,197,391 | 30.3% |
| Cash | $462,410,512 | 15.9% |
| Municipal Bonds | $168,678,050 | 5.8% |
| Total | $2,908,242,216 | 100.0% |