# Fully Financial

> Fully Financial is an SEC-registered investment advisory firm in Athens, GA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 2, 2026.

- CRD: 326015
- Filed as: FULLY FINANCIAL
- Legal name: Fully Financial, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Athens, GA
- Filing period: October 2026
- Form ADV filing dated: July 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326015
- AdvisorCensus page: https://advisorcensus.com/firm/fully-financial-athens-ga-326015

## Quick answers

**How is Fully Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Fully Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Fully Financial located?**
Fully Financial's principal office is in Athens, GA, according to its Form ADV.

**Is Fully Financial registered with the SEC or a state?**
Fully Financial is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 326015.

**How much does Fully Financial manage?**
Fully Financial reports $111,147,357 in regulatory assets under management in its Form ADV filing dated July 2, 2026 (100% discretionary).

**What types of clients does Fully Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (85); high net worth individuals (34); pension and profit sharing plans (but not the plan participants or government pension plans) (8).

**Which custodians does Fully Financial use?**
Fully Financial's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Fully Financial 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/326015

**What changed in Fully Financial's recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

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

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: $111,147,357
- Discretionary: $111,147,357
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 85 | $28,902,826 |
| High net worth individuals | 34 | $79,346,327 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $2,898,204 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, LA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fullyfin.com
- Facebook @fullyfinancialplanning
- Instagram @fullyfinancial
- LinkedIn @fullyfinancial

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fully Financial (CRD 326015): Form ADV filing data as of October 2026.