Beese, Fulmer Investment Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, publishing newsletters, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 11–25 clients last fiscal year.
Beese, Fulmer Investment Management reports 843 clients. They include 468 individual clients, 342 high-net-worth individuals, and 13 pension and profit-sharing plans. Of its assets, 99.8% ($2.05B across 2,031 accounts) are managed with discretion; $5.14M across 13 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 56% | 14% |
| High-net-worth individuals | 41% | 77% |
| Banking or thrift institutions | <1% | <1% |
| Pooled investment vehicles | <1% | 1% |
| Pension and profit-sharing plans | 2% | 2% |
| Other client typesCharitable organizations; Corporations and other businesses | 2% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 468 | $298M | 14.5% | $636K |
| High-net-worth individuals | 342 | $1.58B | 76.9% | $4.62M |
| Banking or thrift institutions | 3 | $3.8M | 0.2% | $1.27M |
| Pooled investment vehicles | 1 | $27M | 1.3% | $27M |
| Pension and profit-sharing plans | 13 | $47.1M | 2.3% | $3.62M |
| Charitable organizations | 7 | $69.5M | 3.4% | $9.93M |
| Corporations and other businesses | 9 | $30.8M | 1.5% | $3.42M |
| Total | 843 | $2.06B | 100% | $2.44M |
- Clients
- 468
- Regulatory AUM
- $298M
- AUM share
- 14.5%
- Avg. per client
- $636K
- Clients
- 342
- Regulatory AUM
- $1.58B
- AUM share
- 76.9%
- Avg. per client
- $4.62M
- Clients
- 3
- Regulatory AUM
- $3.8M
- AUM share
- 0.2%
- Avg. per client
- $1.27M
- Clients
- 1
- Regulatory AUM
- $27M
- AUM share
- 1.3%
- Avg. per client
- $27M
- Clients
- 13
- Regulatory AUM
- $47.1M
- AUM share
- 2.3%
- Avg. per client
- $3.62M
- Clients
- 7
- Regulatory AUM
- $69.5M
- AUM share
- 3.4%
- Avg. per client
- $9.93M
- Clients
- 9
- Regulatory AUM
- $30.8M
- AUM share
- 1.5%
- Avg. per client
- $3.42M
Total
- Clients
- 843
- Regulatory AUM
- $2.06B
- AUM share
- 100%
- Avg. per client
- $2.44M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Beese, Fulmer Investment Management charges 0.50%–1.50% a year for its Discretionary Accounts. The fee is billed in advance, is negotiable and has a $5,000 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Alternative Accounts
- A separate annual flat fee of 1.00% applies to designated Alternative Accounts, in addition to the asset-based fee.
Ryan Fulmer owns 75% or more of Beese, Fulmer Investment Management. The leadership team of Beese, Fulmer Investment Management includes President Ryan Fulmer and Chief Compliance Officer Nicholas Perini. It has 14 employees, 7 of them in advisory roles.
Staff
- 14 employees
- 7 in advisory functions
- 7 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Beese, Fulmer Investment Management, Inc.
Ryan Fulmer
Control person · since October 2019
- Owns 25% to 50% of Beese, Fulmer Investment Management, Inc.
Nicholas Perini
Control person · since October 2019
Beese, Fulmer Investment Management’s regulatory assets grew 1.9× from $1.08B (March 2021) to $2.06B (July 2026); clients rose from 401 to 843 and employees from 8 to 14. In 2019, Macnealy Hoover Investment Management joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $2.06B | 843 | 14 | 1 |
| Jun 2025June 2025 | $1.58B | 522 | 11 | 1 |
| Mar 2024March 2024 | $1.32B | 480 | 6 | 1 |
| Mar 2023March 2023 | $1.16B | 459 | 5 | 1 |
| Mar 2022March 2022 | $1.28B | 432 | 5 | 1 |
| Mar 2021March 2021 | $1.08B | 401 | 8 | 1 |
Firms that joined
20191 joined
- Macnealy Hoover Investment ManagementNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Beese, Fulmer Investment Management has 0 offices, with 1 listed address in 1 state.
Ohio · 1 listed address
- 4334 Munson Street NW, Suite 102, CantonHQ
Other business names
Beese, Fulmer Investment Management has reported 1 other business name to the SEC.
- Beese Fulmer Private Wealth Management
Contact and registration details
- Legal name
- Beese, Fulmer Investment Management, Inc.
- Headquarters
- 4334 Munson Street NW, Suite 102, Canton, OH 44718
- Website
- beesefulmer.com
- Phone
- 330-454-6555
- @beese-fulmer
- SEC file
- 801-15485
- Founded
- 1980
- Structure
- Ohio corporation
- Fiscal year end
- December
Beese, Fulmer Investment Management’s named custodians for separately managed accounts are Charles Schwab ($1.51B, 88%) and Fidelity ($209M, 12%). Beese, Fulmer Investment Management has custody of $311M for 222 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $209M12%
- Charles SchwabCharles Schwab & Co., Inc. · San Franciso, CA · $1.51B88%
At year end, Beese, Fulmer Investment Management’s separately managed accounts were mostly in stocks (71%) and bonds (14%). Its reported 13F holdings for the quarter ended 31 March 2026 total $1.56B across 435 positions; the largest are Apple Inc. (5.2%), Microsoft Corp. (3.4%) and Broadcom Inc. (3.3%).
What the accounts hold
- Stocks71%
- Funds9%
- Registered funds8%
- Pooled vehicles1%
- Bonds14%
- Investment grade corporate bonds7%
- U.S. government and agency bonds5%
- State and local bonds2%
- Cash7%
How many clients does Beese, Fulmer Investment Management have?
Beese, Fulmer Investment Management has 843 clients and manages $2.06 billion for them, as of July 2026. They include 468 individual clients, 342 high-net-worth individuals, and 13 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 July 2026
What services does Beese, Fulmer Investment Management offer?
Beese, Fulmer Investment Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, publishing newsletters, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Beese, Fulmer Investment Management charge?
Beese, Fulmer Investment Management charges 0.50%–1.50% a year for its Discretionary Accounts. The fee is billed in advance, is negotiable and has a $5,000 annual minimum.
Which custodians does Beese, Fulmer Investment Management use?
Beese, Fulmer Investment Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Franciso, CA), with $1.51B and Fidelity Brokerage Services LLC (Smithfield, RI), with $209M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 July 2026
How many financial advisors does Beese, Fulmer Investment Management have?
Beese, Fulmer Investment Management has 7 investment adviser representatives registered with state securities authorities, out of 14 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Beese, Fulmer Investment Management invest in?
At the end of its last fiscal year, Beese, Fulmer Investment Management’s separately managed accounts held 71% exchange-traded equities, 8% registered funds (mutual funds, ETFs, BDCs), 7% investment grade corporate bonds, 7% cash and equivalents, 5% U.S. government and agency bonds, 2% state and local bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Beese, Fulmer Investment Management?
Beese, Fulmer Investment Management’s direct owners are Ryan Fulmer (75% or more) and Nicholas Perini (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 6 July 2026
How does Beese, Fulmer Investment Management get paid?
Beese, Fulmer Investment Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Beese, Fulmer Investment Management?
Beese, Fulmer Investment Management’s main office is at 4334 Munson Street NW, Suite 102, Canton, OH 44718. Its phone number is 330-454-6555. Its website is beesefulmer.com.