RIA Intel›Advisers›Maryland›FULTON BREAKEFIELD BROENNIMAN,LLC

FULTON BREAKEFIELD BROENNIMAN,LLC

Advisory

N·BETHESDA, MD

Data as of Mar 9, 2026 · Source: SEC Form ADV

Total AUM
$2.4B
1-Year AUM Growth
+14.1%
3-Year CAGR
+8.9%
Employees
15
Assets Under Management
Total AUM$2.4B
Discretionary AUM$2.4B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,158
Team
Total Employees15
Investment Advisers21
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record86
First FilingFeb 26, 2001
Latest FilingMar 9, 2026
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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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