{
  "crd_number": 109882,
  "slug": "beese-fulmer-private-wealth-management-canton-oh-109882",
  "primary_business_name": "BEESE FULMER PRIVATE WEALTH MANAGEMENT",
  "legal_name": "BEESE, FULMER INVESTMENT MANAGEMENT, INC.",
  "dbas": [
    "BEESE FULMER PRIVATE WEALTH MANAGEMENT"
  ],
  "city": "Canton",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "15940",
  "metro": {
    "cbsa_code": "15940",
    "common_name": "Canton",
    "msa_name": "Canton-Massillon, OH",
    "path": "/advisors/oh/canton"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1980-09-17",
  "years_registered": 46,
  "period": "2026-10-01",
  "filing_date": "2026-07-06",
  "carried_forward": false,
  "raum_total": 2057349812.0,
  "raum_discretionary": 2052214400.0,
  "raum_non_discretionary": 5135412.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 14,
  "advisory_employees": 7,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 69528688.0,
      "count": 7
    },
    "individuals": {
      "raum": 297858639.0,
      "count": 468
    },
    "banking_thrift": {
      "raum": 3795941.0,
      "count": 3
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 47092976.0,
      "count": 13
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 1581343798.0,
      "count": 342
    },
    "pooled_investment_vehicles": {
      "raum": 26956661.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 30773109.0,
      "count": 9
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "CT",
    "FL",
    "IL",
    "MD",
    "NC",
    "NY",
    "OH",
    "SC",
    "TN",
    "TX"
  ],
  "websites": [
    "https://beesefulmer.com",
    "https://facebook.com/beesefulmer",
    "https://linkedin.com/company/beese-fulmer"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109882",
  "city_as_filed": "CANTON",
  "url": "https://advisorcensus.com/firm/beese-fulmer-private-wealth-management-canton-oh-109882",
  "display_name": "Beese Fulmer Private Wealth Management",
  "summary": "Beese Fulmer Private Wealth Management is an SEC-registered investment advisory firm in Canton, OH, registered since 1980, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 6, 2026.",
  "citation": "AdvisorCensus. Beese Fulmer Private Wealth Management (CRD 109882): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is Beese Fulmer Private Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Beese Fulmer Private Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Beese Fulmer Private Wealth Management located?",
      "a": "Beese Fulmer Private Wealth Management's principal office is in Canton, OH, according to its Form ADV."
    },
    {
      "q": "Is Beese Fulmer Private Wealth Management registered with the SEC or a state?",
      "a": "Beese Fulmer Private Wealth Management is an SEC-registered investment advisory firm, registered since 1980. Status as filed: Approved. CRD 109882."
    },
    {
      "q": "How much does Beese Fulmer Private Wealth Management manage?",
      "a": "Beese Fulmer Private Wealth Management reports $2,057,349,812 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (100% discretionary)."
    },
    {
      "q": "How have Beese Fulmer Private Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Beese Fulmer Private Wealth Management: Regulatory assets under management: $1,082,087,361 in the October 2021 data and $2,057,349,812 in the October 2026 data, up 90%. Total employees: 8 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Beese Fulmer Private Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (468); high net worth individuals (342); pension and profit sharing plans (but not the plan participants or government pension plans) (13)."
    },
    {
      "q": "Which custodians does Beese Fulmer Private Wealth Management use?",
      "a": "Beese Fulmer Private Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Beese Fulmer Private Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109882"
    },
    {
      "q": "What changed in Beese Fulmer Private Wealth Management's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1082087361.0,
      "total_employees": 8,
      "filing_date": "2021-03-17"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1281191456.0,
      "total_employees": 5,
      "filing_date": "2022-03-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1159005446.0,
      "total_employees": 5,
      "filing_date": "2023-03-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1321888018.0,
      "total_employees": 6,
      "filing_date": "2024-03-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1584302453.0,
      "total_employees": 11,
      "filing_date": "2025-06-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2057349812.0,
      "total_employees": 14,
      "filing_date": "2026-07-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,584,302,453 to $2,057,349,812 (+30%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 5 to 7."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 6, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$5,000",
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $5,000"
        ],
        "quotes": [
          "The minimum annual fee is $5,000."
        ]
      }
    ],
    "quotes": [
      "The minimum annual fee is $5,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/beese-fulmer-private-wealth-management-canton-oh-109882.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 468,
      "fewer_than_5": false,
      "raum": 297858639.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 342,
      "fewer_than_5": false,
      "raum": 1581343798.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 3,
      "fewer_than_5": false,
      "raum": 3795941.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 26956661.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 13,
      "fewer_than_5": false,
      "raum": 47092976.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 69528688.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 9,
      "fewer_than_5": false,
      "raum": 30773109.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109882",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}