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The fee is billed in advance, is negotiable and has a $10,000 annual minimum.","source":"FORM ADV PART 2A, filed 9 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Fulton Breakefield Broenniman,llc use?","answer":"Fulton Breakefield Broenniman,llc’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $2.25B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Fulton Breakefield Broenniman,llc have?","answer":"Fulton Breakefield Broenniman,llc has 11 investment adviser representatives registered with state securities authorities, out of 21 employees, and 15 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Fulton Breakefield Broenniman,llc invest in?","answer":"At the end of its last fiscal year, Fulton Breakefield Broenniman,llc’s separately managed accounts held 43% exchange-traded equities, 30% registered funds (mutual funds, ETFs, BDCs), 19% investment grade corporate bonds, 4% U.S. government and agency bonds, 3% cash and equivalents and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Fulton Breakefield Broenniman,llc?","answer":"Fulton Breakefield Broenniman,llc’s direct owners are Susan Fulton, Michael Mussio, Stein Olavsrud and Bridget Simpson, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 13 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Fulton Breakefield Broenniman,llc get paid?","answer":"Fulton Breakefield Broenniman,llc is paid through a percentage of assets under management, hourly charges and fixed fees. 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