Michael Fulcher, Cpa

RIASEC Registered
Total AUM
$2.5M
Discretionary
$2.5M
100% of AUM
Avg account
$417K
Accounts
6
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
115218
Custodians
THE VANGUARD GROUP, INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Michael Fulcher, Cpa operates as a sole-proprietorship independent registered investment adviser focused on serving individual and family clients and small businesses. The firm’s principal, Michael Fulcher, provides portfolio management services and bills clients via a percentage-of-AUM fee schedule as well as hourly charges. The practice is small and individually owned rather than part of a larger advisory network; it does not identify as a multi-state adviser, pension consultant, or capital allocator. Michael Fulcher is also identified with the accounting profession as an industry affiliation.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

1 of 1
  • Michael Fulcher

    PrincipalCRD 1787429

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth