Fullington & Associates, LLC

Overview

Fullington & Associates, LLC is a small, independent registered investment adviser that focuses on serving individual and family clients, plus small-business owners. The firm operates primarily as an owner-managed practice and provides financial planning and discretionary portfolio management. Its investment approach favors public equities and exchange-traded instruments; filings identify an equity preference and the firm is not an active ESG investor. Fee arrangements are flexible—clients may be charged a percentage of assets under management, hourly fees, fixed fees or a combination—allowing the firm to accommodate ongoing portfolio management as well as project-based planning work. The firm concentrates on straightforward, liquid exposures rather than large-scale institutional allocations or capital deployment into private markets. That positioning suits households and closely held business owners who want a lean advisory relationship with hands-on portfolio oversight and planning support.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices