DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Beese Fulmer Private Wealth Management
Legal name Beese, Fulmer Investment Management, Inc.
Latest filing Jul 6, 2026
First filing on the tape Mar 28, 2012 · 30 filings
SEC status approved since Sep 17, 1980
RAUM
$2.1B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
91%
$1.9B individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$294M
derived; firm RAUM over IAPD count
Employees
14
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$2.1B as of Jul 6, 2026
Mar 28, 2012$305M then
HNW client RAUM$1.6B as of Jul 6, 2026
Mar 12, 2018$513M then
State-registered IARs (5.B.3)7 as of Jul 6, 2026
Mar 28, 20134 then
Employees (5.A)14 as of Jul 6, 2026
Mar 28, 20135 then
Private funds: no history
RAUM +30% over the last fiscal year+21% a year over threeIARs 5 to 7
Practice profile
derived from the filing of Jul 6, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $294MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 116derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.6MderivedHNW RAUM over HNW clients
- Average account
- $1.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 5.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 7.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +30%derivedbetween the last two annual amendments
- Advisor growth, one year
- +40%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +63%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, publicationsreportedItem 5.G
- Custody
- $311M, 222 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.6B77%
- Individuals$298M14%
- Charitable organizations$69.5M3.4%
- Pension and profit-sharing plans$47.1M2.3%
- Corporations and businesses$30.8M1.5%
- Pooled investment vehicles$27.0M1.3%
- Banks and thrifts$3.8M0.2%
- Individual clients
- 468reported
- HNW clients
- 342reported
- Pension plan clients
- 13reported
- Charitable clients
- 7reported
- Accounts
- 2,044reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- $311M for 222 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.91 fund_share=0.01 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Dennis Scott FulmerChartered Financial Analyst | Canton, Oh | Jan 1, 2000 | 46 y | 0 |
| Nicholas Traffley PeriniChartered Financial Analyst | Canton, Oh | Oct 15, 2010 | 16 y | 0 |
| Ryan Thomas Fulmer | Canton, Oh | May 25, 2011 | 15 y | 0 |
| Robert Richard SzelesChartered Financial Analyst | Canton, Oh | Dec 5, 2022 | 13 y | 0 |
| William Scott Camp | Canton, Oh | Sep 6, 2023 | 26 y | 0 |
| Bradley James Fergason | Canton, Oh | Jul 2, 2025 | 10 y | 3 |
| Joseph Francis Strancar | Canton, Oh | Jul 2, 2025 | 25 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Bradley James Fergason from Meridian Capital Management Group, Inc.Jul 2, 2025 · RIA to RIA
- Joseph Francis Strancar from Meridian Capital Management Group, Inc.Jul 2, 2025 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Meridian Capital Management Group, Inc.Jun 30, 2025 · Uniontown, Oh
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Scott Dennis Fulmer · Chairmancontrolsince 10/2019 · owns 25% to 50%
- Thomas Ryan Fulmer · President And Treasurercontrolsince 10/2019 · owns 75% or more
- Traffley Nicholas Perini · Vice President, Secretary And Chief Compliance Officercontrolsince 10/2019 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Canton, Oh · principal | 7 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jul 6, 2026FULMER, DENNIS, SCOTT (CHAIRMAN) left Schedule A between the filings of 2012-03-28 and 2026-07-06peers: independent wealth managers, $1B to $5B (1,360)
- account count surgeChange between filings · filing Mar 17, 2026accounts (Item 5.F.2.f) moved from 1,257.0 to 2,044.0 (+63.0%) between the annual amendments of 2025-03-21 and 2026-03-17; the peer median change was +6.0% (1206 comparable advisers, 94.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,206) · 94% percentile
- client count surgeChange between filings · filing Mar 17, 2026individual and HNW clients (Item 5.D) moved from 498.0 to 810.0 (+63.0%) between the annual amendments of 2025-03-21 and 2026-03-17; the peer median change was +5.0% (1132 comparable advisers, 97.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,132) · 97% percentile
What changed
consecutive filings, newest first
- Accounts · 1,257 to 2,044Sep 26, 2025 to Mar 17, 2026
- Corporate clients · 7 to 9Sep 26, 2025 to Mar 17, 2026
- HNW clients · 303 to 342Sep 26, 2025 to Mar 17, 2026
- Individual clients · 195 to 468Sep 26, 2025 to Mar 17, 2026
- Pension plan clients · 9 to 13Sep 26, 2025 to Mar 17, 2026
- Assets in custody · unset to 310639764.0Sep 26, 2025 to Mar 17, 2026
- Custody of client assets · false to trueSep 26, 2025 to Mar 17, 2026
- Employees · 13 to 14Sep 26, 2025 to Mar 17, 2026
- Discretionary RAUM · $1.6B to $2.1BSep 26, 2025 to Mar 17, 2026
- HNW RAUM · $1.3B to $1.6BSep 26, 2025 to Mar 17, 2026
- Individual RAUM · $125M to $298MSep 26, 2025 to Mar 17, 2026
- Non-discretionary RAUM · $0 to $5.1MSep 26, 2025 to Mar 17, 2026
- Pension RAUM · $24.7M to $47.1MSep 26, 2025 to Mar 17, 2026
- Pooled vehicle RAUM · $21.8M to $27.0MSep 26, 2025 to Mar 17, 2026
- RAUM · $1.6B to $2.1BSep 26, 2025 to Mar 17, 2026
- Advisory employees · 5 to 7Jun 13, 2025 to Sep 26, 2025
- Employees · 11 to 13Jun 13, 2025 to Sep 26, 2025
- State-registered IARs · 5 to 7Jun 13, 2025 to Sep 26, 2025
- Financial planning clients · 11-25 to 11-25Mar 21, 2025 to Jun 13, 2025
- Accounts · 1,170 to 1,257Mar 18, 2024 to Mar 21, 2025
- Advisory employees · 6 to 5Mar 18, 2024 to Mar 21, 2025
- Charity clients · 10 to 7Mar 18, 2024 to Mar 21, 2025
- Corporate clients · 0 to 7Mar 18, 2024 to Mar 21, 2025
- HNW clients · 249 to 303Mar 18, 2024 to Mar 21, 2025
- Individual clients · 207 to 195Mar 18, 2024 to Mar 21, 2025
- Pension plan clients · 13 to 9Mar 18, 2024 to Mar 21, 2025
- Employees · 6 to 11Mar 18, 2024 to Mar 21, 2025
- Financial planning clients · 1-10 to 11-25Mar 18, 2024 to Mar 21, 2025
- State-registered IARs · 6 to 5Mar 18, 2024 to Mar 21, 2025
- Discretionary RAUM · $1.3B to $1.6BMar 18, 2024 to Mar 21, 2025
- HNW RAUM · $1.1B to $1.3BMar 18, 2024 to Mar 21, 2025
- Individual RAUM · $96.3M to $125MMar 18, 2024 to Mar 21, 2025
- Pension RAUM · $66.0M to $24.7MMar 18, 2024 to Mar 21, 2025
- Pooled vehicle RAUM · $0 to $21.8MMar 18, 2024 to Mar 21, 2025
- RAUM · $1.3B to $1.6BMar 18, 2024 to Mar 21, 2025
- Accounts · 1,094 to 1,170Mar 21, 2023 to Mar 18, 2024
- Advisory employees · 5 to 6Mar 21, 2023 to Mar 18, 2024
- Advisory activities · 4 to 5Mar 21, 2023 to Mar 18, 2024
- Charity clients · 14 to 10Mar 21, 2023 to Mar 18, 2024
- HNW clients · 231 to 249Mar 21, 2023 to Mar 18, 2024
Signals
4 dated events
- Beese Fulmer Private Wealth Management reported RAUM $2.1B, up 30% from $1.6B (2025-09-26 to 2026-03-17)Mar 17, 2026 · RAUM change · derived
- 2 advisors left Meridian Capital Management Group, Inc. (Uniontown, OH) for Beese Fulmer Private Wealth Management on the same dayJun 30, 2025 · Team lift-out · derived
- Beese Fulmer Private Wealth Management reported RAUM $1.0B, up 73% from $584.1M (2019-10-08 to 2020-03-11)Mar 11, 2020 · RAUM change · derived
- Scott Lynn Hamilton (Vice President) no longer on Schedule A of Beese Fulmer Private Wealth Management (listed 2019-03-15, absent 2019-10-04)Oct 4, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 330-454-6555reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/beese-fulmerreportedpublic record, Form ADV, Sep 17, 2026
- Website
- BEESEFULMER.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 330-454-6555reportedpublic record, Form ADV, Jul 6, 2026
- Contact form
- beesefulmer.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- beesefulmer.com/about-us/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $294Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026