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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

BEESE FULMER PRIVATE WEALTH MANAGEMENT

BEESE, FULMER INVESTMENT MANAGEMENT, INC., CRD 109882

CANTON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c387a950-2827-185e-8234-02e6e31ecbe0

Data as of Jul 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 4
On other graphs: 0
Observed: Mar 28, 2012 to Jul 6, 2026
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.91 fund_share=0.01 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.1BItem 5.F on the latest filing (2026-07-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.1B
Private client RAUM: $1.9BderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $294Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,044
Individual clients: 468
High net worth clients: 342
Custody, client assets: $311M
SEC number: 801-15485
CRD: 109882
Filings on the tape: 30
First filed: Mar 28, 2012
Latest filed: Jul 6, 2026
Organised: Corporation, OH
Website: beesefulmer.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DENNIS SCOTT FULMER	Chartered Financial Analyst	CANTON, OH	26	46	n/a	no
NICHOLAS TRAFFLEY PERINI	Chartered Financial Analyst	CANTON, OH	15	16	n/a	no
RYAN THOMAS FULMER	n/a	CANTON, OH	15	15	n/a	no
ROBERT RICHARD SZELES	Chartered Financial Analyst	CANTON, OH	3	13	n/a	no
WILLIAM SCOTT CAMP	n/a	CANTON, OH	3	26	n/a	no
JOSEPH FRANCIS STRANCAR	n/a	CANTON, OH	1	25	1	no
Bradley James Fergason	n/a	CANTON, OH	1	10	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FULMER, RYAN, THOMAS	PRESIDENT AND TREASURER	E	yes	10/2019	Jul 6, 2026	Jul 6, 2026
PERINI, NICHOLAS, TRAFFLEY	VICE PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICER	C	yes	10/2019	Jul 6, 2026	Jul 6, 2026
FULMER, DENNIS, SCOTT	Chairman	C	yes	10/2019	Mar 28, 2012	Mar 18, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 17, 2026	$2.1B	$2.1B	14	7	0	n/a	n/a
2024	Mar 21, 2025	$1.6B	$1.6B	11	5	0	n/a	n/a
2023	Mar 18, 2024	$1.3B	$1.3B	6	6	0	n/a	n/a
2022	Mar 21, 2023	$1.2B	$1.2B	5	5	0	n/a	n/a
2021	Mar 16, 2022	$1.3B	$1.3B	5	5	0	n/a	n/a
2020	Mar 17, 2021	$1.1B	$1.1B	8	7	0	n/a	n/a
2019	Mar 11, 2020	$1.0B	$1.0B	7	7	0	n/a	n/a
2018	Mar 15, 2019	$584M	$584M	5	5	0	n/a	n/a
2017	Mar 12, 2018	$606M	$606M	5	5	0	n/a	n/a
2016	Mar 24, 2017	$517M	$517M	4	4	n/a	n/a	n/a
2015	Jan 29, 2016	$458M	$458M	5	4	n/a	n/a	n/a
2014	Mar 6, 2015	$438M	$438M	4	3	n/a	n/a	n/a
2013	Mar 28, 2014	$406M	$406M	5	4	n/a	n/a	n/a
2012	Mar 28, 2013	$312M	$312M	5	4	n/a	n/a	n/a
2011	Mar 28, 2012	$305M	$305M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.1B	$1.6B	29.9%	$1.2B	21.1%	14	11	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERIDIAN CAPITAL MANAGEMENT GROUP, INC.	2	Jun 30, 2025	Jul 2, 2025	UNIONTOWN, OH	Team lift out	RIA to RIA	100.0%

Relationships

Registered with (7)

← JOSEPH FRANCIS STRANCARAdvisorregistration: current employment
Jul 2, 2025 to presentfactForm ADV
← Bradley James FergasonAdvisorregistration: current employment
Jul 2, 2025 to presentfactForm ADV
← WILLIAM SCOTT CAMPAdvisorregistration: current employment
Sep 6, 2023 to presentfactForm ADV
← ROBERT RICHARD SZELESAdvisorregistration: current employment
Dec 5, 2022 to presentfactForm ADV
← RYAN THOMAS FULMERAdvisorregistration: current employment
May 25, 2011 to presentfactForm ADV
← NICHOLAS TRAFFLEY PERINIAdvisorregistration: current employment
Oct 15, 2010 to presentfactForm ADV
← DENNIS SCOTT FULMERAdvisorregistration: current employment
Jan 1, 2000 to presentfactForm ADV

Moved with (1)

← MERIDIAN CAPITAL MANAGEMENT GROUP, INC.Registered adviser2 advisors, team lift out, same day
Jun 30, 2025 to Jul 2, 2025factForm ADV

Controls (3)

← FULMER, DENNIS, SCOTTOwnerCHAIRMAN, ownership code C, individual
Mar 28, 2012 to Mar 18, 2024factForm ADV
← PERINI, NICHOLAS, TRAFFLEYOwnerVICE PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Mar 28, 2012 to Mar 18, 2024factForm ADV
← FULMER, RYAN, THOMASOwnerPRESIDENT AND TREASURER, ownership code C, individual
Mar 28, 2012 to Mar 18, 2024factForm ADV

Dated events

Occurred
Mar 17, 2026
Regulatory AUM changed
Beese Fulmer Private Wealth Management reported RAUM $2.1B, up 30% from $1.6B (2025-09-26 to 2026-03-17)
Form ADVobserved 6 days ago
$473M
Occurred
Jun 30, 2025
Team lift-out
2 advisors left Meridian Capital Management Group, Inc. (Uniontown, OH) for Beese Fulmer Private Wealth Management on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Mar 11, 2020
Regulatory AUM changed
Beese Fulmer Private Wealth Management reported RAUM $1.0B, up 73% from $584.1M (2019-10-08 to 2020-03-11)
Form ADVobserved 6 days ago
$428M
Occurred
Oct 4, 2019
Control person left
Scott Lynn Hamilton (Vice President) no longer on Schedule A of Beese Fulmer Private Wealth Management (listed 2019-03-15, absent 2019-10-04)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c387a950-2827-185e-8234-02e6e31ecbe0
First observed: Mar 28, 2012
Last observed: Jul 6, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BEESE FULMER PRIVATE WEALTH MANAGEMENT

BEESE, FULMER INVESTMENT MANAGEMENT, INC., CRD 109882

CANTON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c387a950-2827-185e-8234-02e6e31ecbe0

Data as of Jul 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:38 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DENNIS SCOTT FULMER

Chartered Financial Analyst

CANTON, OH

n/a

NICHOLAS TRAFFLEY PERINI

Chartered Financial Analyst

CANTON, OH

n/a

RYAN THOMAS FULMER

n/a

CANTON, OH

n/a

ROBERT RICHARD SZELES

Chartered Financial Analyst

CANTON, OH

n/a

WILLIAM SCOTT CAMP

n/a

CANTON, OH

n/a

JOSEPH FRANCIS STRANCAR

n/a

CANTON, OH

Bradley James Fergason

n/a

CANTON, OH

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FULMER, RYAN, THOMAS

PRESIDENT AND TREASURER

yes

10/2019

Jul 6, 2026

PERINI, NICHOLAS, TRAFFLEY

VICE PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICER

yes

10/2019

Jul 6, 2026

FULMER, DENNIS, SCOTT

Chairman

yes

10/2019

Mar 28, 2012

Mar 18, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

$2.1B

n/a

2024

Mar 21, 2025

$1.6B

n/a

2023

Mar 18, 2024

$1.3B

n/a

2022

Mar 21, 2023

$1.2B

n/a

2021

Mar 16, 2022

$1.3B

n/a

2020

Mar 17, 2021

$1.1B

n/a

2019

Mar 11, 2020

$1.0B

n/a

2018

Mar 15, 2019

$584M

n/a

2017

Mar 12, 2018

$606M

n/a

2016

Mar 24, 2017

$517M

n/a

2015

Jan 29, 2016

$458M

n/a

2014

Mar 6, 2015

$438M

n/a

2013

Mar 28, 2014

$406M

n/a

2012

Mar 28, 2013

$312M

n/a

2011

Mar 28, 2012

$305M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.1B

$1.6B

29.9%

$1.2B

21.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERIDIAN CAPITAL MANAGEMENT GROUP, INC.

Jun 30, 2025

Jul 2, 2025

UNIONTOWN, OH

Team lift out

RIA to RIA

100.0%