RIA Intel›Advisers›Ohio›FILLMORE CAPITAL PARTNERS, LLC

FILLMORE CAPITAL PARTNERS, LLC

Advisory

N·POWELL, OH

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM
$247M
1-Year AUM Growth
-0.7%
3-Year CAGR
-24.2%
Employees
8
Assets Under Management
Total AUM$247M
Discretionary AUM$247M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees8
Investment Advisers22
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record17
First FilingFeb 10, 2012
Latest FilingMar 26, 2026
🔒 Full AUM trend chart and 17 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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