RIA Intel›Advisers›Missouri›FULTON JOSEPH WOOD JR.

FULTON JOSEPH WOOD JR.

Advisory

MO

Data as of Mar 13, 2026 · Source: SEC Form ADV

Average account

$60K

across 23 accounts

AUM per adviser

$1M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$1M

Discretionary AUM$1M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients23

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMO, VA

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

23 clients

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

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Advisers of similar size in MO

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

THE WEALTH COLLABORATIVE LLC

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ADAPTIVE WEALTH MANAGEMENT, LLC

$1M

HARRIS, STEPHEN PAUL

$2M

CAPITAL 360 FINANCIAL, LLC

SPRINGFIELD, MO

$2M

PORTFOLIO GUIDE LLC

$900K

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