Fuhrmann Capital
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About
Fuhrmann Capital provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), trusts, corporations and pension plans. The firm tailors advisory services to each client by gathering information on return objectives, risk tolerances, tax profiles and unique circumstances such as family business ownership or estate‑planning needs.
The firm pursues long‑term, after‑tax capital appreciation through a bottoms‑up, buy‑and‑hold approach focused primarily on individual U.S. equities with a three‑to‑five‑year investment horizon and low portfolio turnover to limit realized capital gains. Fixed‑income exposure is typically implemented with individual positions held to maturity to maximize yield for a given maturity, with limited use of low‑cost passive funds or alternatives when appropriate for a client’s objectives.
Distinctive features include an equity‑centric strategy that emphasizes individual stock selection rather than predominantly using pooled funds, and no stated account minimum for client relationships. The firm discloses receipt of custodian‑provided research and technology services, allows personal holdings that mirror client holdings while following a written code to prioritize client transactions, and purchases third‑party lead referrals (SmartAsset) as part of its client‑acquisition process.
Client services
Expertise
Fee options
Pre-determined monthly amount for Financial Planning Services (specific amounts not stated)
$0+: 1.00% annually for equity assets under management $0+: 0.50% annually for fixed income assets under management
Hourly charges for Financial Planning Services (specific rates not stated)
Main office
See office9511 Angola Ct, #200
Indianapolis IN 46268
Advisors at this office
1
Offices (2)
Most active in
California · Colorado · Indiana · Texas · Wisconsin
Also doing business as
Fuhrmann Capital · Fuhrmann Capital LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Ryan F
CFA®
Indianapolis, IN
Fuhrmann Capital
Ryan Fuhrmann is the principal of Fuhrmann Capital in Indianapolis, IN, and holds the CFA® designation with 16 years of industry experience. He has led Fuhrmann Capital since 2007. Outside of his advisory role, he operates a boutique gift basket website in Carmel, Indiana. Fuhrmann Capital provides discretionary and limited non-discretionary investment management and integrated financial planning to individuals, high-net-worth clients, trusts, corporations, and pension plans. The firm employs a tax-aware, long-term buy-and-hold investment strategy focused on U.S. equities with a bottoms-up, intrinsic-value approach and manages approximately $56 million in discretionary assets.
Stephen Z
Series 63, Series 65
Indianapolis, IN
Fuhrmann Capital
Stephen Zimmerman is the sole advisor at Fuhrmann Capital in Indianapolis, IN, holding Series 63 and Series 65 designations with 27 years of industry experience. He has led Fuhrmann Capital since 2012. Outside of his advisory role, he is involved in consulting and appraising for art-related business activities. Fuhrmann Capital provides discretionary and limited non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and pension plans. The firm employs a tax-aware, long-term buy-and-hold strategy focused on U.S. equities and fixed income, emphasizing low portfolio turnover and tailored client recommendations without a stated account minimum.
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