MF
Michael Fulcher
State-registered
Wealth Manager · Boutique (under $100M)
CRD 115218
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ADV data as of Sep 04, 2024
- Regulatory AUM
- $2.5M
- Discretionary
- $2.5M
- Clients
- 6
- Avg AUM / client
- $417K
- Accounts
- 6
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | $2.5M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 09/04/2024 | 987 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Vanguard $2.5M (100% of AUM) Sep 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 04, 2024.
View current Form ADV (SEC/IAPD) ↗