Wealth manager, independent · Canton, OH
Beese Fulmer Private Wealth Management
Beese, Fulmer Investment Management, Inc. · SEC-registered investment adviser · CRD 109882 · SEC 801-15485
At a glance
Beese Fulmer Private Wealth Management is an SEC-registered investment adviser based in Canton, Ohio, with $2.1B in regulatory assets under management as of its Form ADV filed July 6, 2026. It reports 810 individual clients, 342 of them high-net-worth, holding an average of about $2.3 million each, and 14 employees. That ranks it 537th among the nation’s 5,657 independent wealth management RIAs and 30th of 226 in Ohio. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 330-454-6555beesefulmer.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.1B
- Rank among independent wealth managers
- #537 of 5,657
- Rank among all SEC RIAs
- #3,564 of 17,210
- Rank in Ohio
- #30 of 226
- Individual clients
- 810
- High-net-worth clients
- 342
- Accounts
- 2,044
- Discretionary
- 100% of AUM
- Employees
- 14
- Advisory staff
- 7
- Offices
- 1
Owners and executives on its Form ADV
- Nicholas T. PeriniVice President, Secretary and Chief Compliance Officer
- Ryan T. FulmerPresident and Treasurer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Beese Fulmer Private Wealth Management reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 342 | $1.6B | 77% |
| Individuals | 468 | $298M | 14% |
| Charitable organizations | 7 | $70M | 3% |
| Pension and profit sharing plans | 13 | $47M | 2% |
| Corporations or other businesses | 9 | $31M | 1% |
| Pooled investment vehicles | 1 | $27M | 1% |
| Banking or thrift institutions | 3 | $4M | <1% |
Disciplinary disclosures
Beese Fulmer Private Wealth Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Periodicals or newsletters
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗beesefulmer.com ↗
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The full record on Beese Fulmer Private Wealth Management
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- Assets, accounts, clients and staff, ten years of filings
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Ohio
All of Ohio →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Octavia Wealth Advisors LLCCincinnati | $2.2B | 3,672 |
| Pinnacle AdvisorsMansfield | $2.1B | 1,064 |
| Eubel Brady & SuttmanMiamisburg | $2.1B | 755 |
| KMG Fiduciary Partners, LLCToledo | $1.7B | 1,301 |
| Strategic Wealth Partners, LTD.Independence | $1.6B | 3,646 |
| Opus Capital ManagementCincinnati | $1.5B | 415 |
Background
Questions
How much does Beese Fulmer Private Wealth Management manage?
Beese Fulmer Private Wealth Management reports $2.1B in regulatory assets under management across 2,044 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 6, 2026.
How many clients does Beese Fulmer Private Wealth Management have?
It reports 810 individual clients: 342 high-net-worth individuals and 468 other individuals. Individuals account for about 91% of its regulatory assets.
Where is Beese Fulmer Private Wealth Management headquartered?
Its main office is in Canton, Ohio. It reports 1 office in total and 14 employees, 7 of whom perform investment advisory functions.
How does Beese Fulmer Private Wealth Management charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Beese Fulmer Private Wealth Management use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed July 6, 2026, it reports these amounts held: Charles Schwab ($1.5B); Fidelity ($209M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Beese Fulmer Private Wealth Management a hybrid RIA with a broker-dealer?
Beese Fulmer Private Wealth Management reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Beese Fulmer Private Wealth Management a fiduciary?
As an SEC-registered investment adviser, Beese Fulmer Private Wealth Management owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Beese Fulmer Private Wealth Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-06), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →