RIA Intel›Advisers›Wisconsin›FULTON INVESTMENT ADVISERS, INC.

FULTON INVESTMENT ADVISERS, INC.

Advisory

WAUWATOSA, WI

Data as of Apr 27, 2026 · Source: SEC Form ADV

Average account

$4M

across 4 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 27, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$15M

Discretionary AUM$0

Non-Discretionary AUM$15M

Discretionary %0%

Total Clients4

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InWI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

4 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in WI

Closest by assets under management. All figures from Form ADV.

BRUCE WOOD CAPITAL, LLC

$15M

OMELINA GROUP WEALTH MANAGEMENT INC.

$14M

FINANCIAL AWARENESS, INC

$15M

SELECT ADVISOR GROUP, INC.

$14M

BUTTONWOOD PARTNERS, INC.

$16M

RB INVESTMENT MANAGEMENT INC.

$12M

Get the full picture on FULTON INVESTMENT ADVISERS, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FULTON INVESTMENT ADVISERS, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans