Beese, Fulmer Investment Management, Inc.
- Regulatory AUM
- $2.1B
- Discretionary
- $2.1B
- Clients
- 843
- Avg AUM / client
- $2.4M
- Accounts
- 2,044
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 468 | $298M | 14.5% |
| High net worth individuals | 342 | $1.6B | 76.9% |
| Banking or thrift institutions | 3 | $3.8M | 0.18% |
| Pooled investment vehicles (non-investment companies) | 1 | $27.0M | 1.31% |
| Pension and profit sharing plans | 13 | $47.1M | 2.29% |
| Charitable organizations | 7 | $69.5M | 3.38% |
| Corporations and other businesses | 9 | $30.8M | 1.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Brechbuhler Scales, Inc. 401(k) Retirement Savings Plan Brechbuhler Scales, Inc. | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dennis Scott Fulmer | Chairman | CFA | Jan 2000 (27y) | 25% – 50% |
| Nicholas Traffley Perini | Vice President, Secretary And Chief Compliance Officer | CFA | Oct 2010 (16y) | 25% – 50% |
| Ryan Thomas Fulmer | President And Treasurer | May 2011 (15y) | 25% – 50% | |
| Robert Richard Szeles | Registered representative | CFA | Dec 2022 (4y) | |
| William Scott Camp | Registered representative | Sep 2023 (3y) | ||
| Bradley James Fergason | Registered representative | Jul 2025 (1y) | ||
| Joseph Francis Strancar | Registered representative | Jul 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Brechbuhler Scales, Inc. 401(k) Retirement Savings Plan | Brechbuhler Scales, Inc. | 284 | $28.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/06/2026 | 910 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $1.5B (73% of AUM) Jul 2026
- Fidelity Brokerage Services $209M (10% of AUM) Jul 2026
- Huntington National Bank $137M (12% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 06, 2026.
View current Form ADV (SEC/IAPD) ↗