Fullerton Advisors, LLC
Firm details
- Headquarters
- Danville, California
- CRD number
- 148880
- Registered since
- November 13, 2025
- Website
- www.fullertonadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.39%
- Individuals15.39%
- Charitable Organizations0.88%
- Corporations / Businesses0.34%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Fullerton Advisors, LLC is an independent registered investment adviser organized as an LLC and listed as SEC-registered in 2025. The firm serves both individual and family clients as well as institutional relationships, and reports an owner type of individual. Its advisory scope on filings includes financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation structures are flexible across percentage-of-AUM, hourly and fixed-fee arrangements. Fullerton does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities8%
- Other1%
Contacts
1 of 1
Nicholas Fullerton
Principal and FounderCRD 2515415
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$112M in ETFs
85%
$95.2M
7%
$16.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $20.3M | 54,289 | 18.15% |
Location
Danville, CA
Contra Costa
Location
Danville, CA
Headquartered in Danville, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 318 Diablo Rd
- Time zone
- PT (UTC-8)
- Office locations
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