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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-24-2004
- Office Locations
- 1
Office Locations
About Fullington & Associates, LLC
Fullington & Associates, LLC is a Lake Charles-based RIA. The firm has been operating for 22 years. Managing $13.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 22 clients, or 22 clients per representative. That equates to $602.3K in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Investment Themes
- Services
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Owner & Executives
MICHAEL CLAYTON FULLINGTON
Investment Adviser Representative, Owner, President
- CRD
- #3150612
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,250,946 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,250,946 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Fullington & Associates, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.