# Beese Fulmer Private Wealth Management

> 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.

- CRD: 109882
- Filed as: BEESE FULMER PRIVATE WEALTH MANAGEMENT
- Legal name: Beese, Fulmer Investment Management, Inc.
- Also doing business as: BEESE FULMER PRIVATE WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Canton, OH
- Filing period: October 2026
- Form ADV filing dated: July 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109882
- AdvisorCensus page: https://advisorcensus.com/firm/beese-fulmer-private-wealth-management-canton-oh-109882

## Quick answers

**How is Beese Fulmer Private Wealth Management compensated?**
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).

**Where is Beese Fulmer Private Wealth Management located?**
Beese Fulmer Private Wealth Management's principal office is in Canton, OH, according to its Form ADV.

**Is Beese Fulmer Private Wealth Management registered with the SEC or a state?**
Beese Fulmer Private Wealth Management is an SEC-registered investment advisory firm, registered since 1980. Status as filed: Approved. CRD 109882.

**How much does Beese Fulmer Private Wealth Management manage?**
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).

**How have Beese Fulmer Private Wealth Management's assets and staff changed since 2021?**
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.

**What types of clients does Beese Fulmer Private Wealth Management serve?**
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).

**Which custodians does Beese Fulmer Private Wealth Management use?**
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.

**Does Beese Fulmer Private Wealth Management report any disciplinary disclosures?**
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

**What changed in Beese Fulmer Private Wealth Management's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 6, 2026)

- Minimum annual fee: $5,000

> The minimum annual fee is $5,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,057,349,812
- Discretionary: $2,052,214,400
- Non-discretionary: $5,135,412

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 468 | $297,858,639 |
| High net worth individuals | 342 | $1,581,343,798 |
| Banking or thrift institutions | 3 | $3,795,941 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $26,956,661 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 13 | $47,092,976 |
| Charitable organizations | 7 | $69,528,688 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 9 | $30,773,109 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1980 (46 years)
- Employees: 14 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, IL, MD, NC, NY, OH, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- beesefulmer.com
- Facebook @beesefulmer
- LinkedIn @beese-fulmer

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,082,087,361 | 8 | March 17, 2021 |
| October 2022 | $1,281,191,456 | 5 | March 16, 2022 |
| October 2023 | $1,159,005,446 | 5 | March 21, 2023 |
| October 2024 | $1,321,888,018 | 6 | March 18, 2024 |
| October 2025 | $1,584,302,453 | 11 | June 13, 2025 |
| October 2026 | $2,057,349,812 | 14 | July 6, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $1,584,302,453 to $2,057,349,812 (+30%).

### December 2025
- Employees performing advisory functions went from 5 to 7.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beese Fulmer Private Wealth Management (CRD 109882): Form ADV filing data as of October 2026.