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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 13 | 14 | increased by1 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 522 | 843 | increased by321 |
| Apr 1, 2026 | AUM | $1,584,302,453 | $2,057,349,812 | increased by$473,047,359 |
| Apr 1, 2026 | Accounts | 1,257 | 2,044 | increased by787 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 11 | 13 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 11 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 432 | 522 | increased by90 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,281,191,456 | $1,584,302,453 | increased by$303,110,997 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,032 | 1,257 | increased by225 |
| Apr 1, 2022 | Employees | 8 | 5 | decreased by3 |
| Apr 1, 2022 | Clients | 401 | 432 | increased by31 |
| Apr 1, 2022 | AUM | $1,082,087,361 | $1,281,191,456 | increased by$199,104,095 |
| Apr 1, 2022 | Accounts | 965 | 1,032 | increased by67 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BEESE FULMER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BEESE FULMER” may also match similarly-named firms). Confirm identity against each filing.
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.