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BEESE FULMER PRIVATE WEALTH MANAGEMENT
Legal name: BEESE, FULMER INVESTMENT MANAGEMENT, INC.
CRD 109882File 801-15485
APPROVED
Retail clients
Custody
Filing as of Jul 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.06B
Top 25% of cohort (national)
Discretionary AUM
$2.05B
Non-discretionary $5.1M
Clients
843
2,044 accounts
Employees
14
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 17, 1980
- Principal office
- 4334 MUNSON STREET NW, SUITE 102, CANTON, OH, 44718
- Phone
- 330-454-6555
- Website
- HTTP://WWW.BEESEFULMER.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.06B
- Discretionary AUM
- $2.05B
- Non-discretionary AUM
- $5.1M
- Discretionary accounts
- 2,031
- Non-discretionary accounts
- 13
- Total accounts
- 2,044
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $30.8M |
| Charitable organizations | 7 | $69.5M |
| High net worth individuals | 342 | $1.58B |
| Pooled investment vehicles | 1 | $27.0M |
| Banking or thrift institutions | 3 | $3.8M |
| Pension and profit sharing plans | 13 | $47.1M |
| Individuals (other than high net worth individuals) | 468 | $297.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.