Fuller Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$33,363,921
Clients
29
31% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
HighAverage account size
$1,150,480
About
Fuller Asset Management is an independent registered investment adviser that manages roughly $33.4 million for a small client base including individuals, high net worth clients, trusts, estates, and business entities. The firm provides customized portfolio management and supervisory services, typically recommending individual equities, corporate and municipal bonds, exchange-traded funds, and other securities documented in a written investment policy statement.
The firm manages client assets on a primarily non-discretionary basis, obtaining client approval for trades by phone or email and documenting asset-allocation ranges, risk tolerances, and objectives in an IPS. Its investment process combines both fundamental and technical analysis and employs long- and short-term purchase strategies, with quarterly account reviews and monitoring to ensure consistency with client objectives.
Distinctive for a small independent adviser, the firm’s principal contributes market commentary to public periodicals and subscription platforms and publishes a weekly market newsletter, and the firm also makes model portfolios available on a copy-trading platform. These public-facing research and copy-trading activities, with disclosed position reporting and occasional compensation for published work, set the firm apart from many peers that do not engage in regular periodical commentary or offer copy-tradable strategies.
Client services
Portfolio management
Newsletters or periodicals
Expertise
Wealth management
Fee options
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.90% $1,000,000 - $5,000,000: 0.75% $5,000,000+: 0.50%
Main office location
Fuller Asset Management, LLC
7135 East Camelback Road, Suite 230
Scottsdale AZ 85251, United States
Number of offices
1
Most active in
Fuller Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
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