AUMdb

Fuhrmann Capital Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 151846 · Indianapolis, IN · www.linkedin.com
☆ Save with Pro ADV data as of Mar 30, 2026
Regulatory AUM
$60.6M
Discretionary
$60.6M
Clients
102
Avg AUM / client
$594K
Accounts
245
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 66 $18.1M 29.9%
High net worth individuals 36 $42.5M 70.1%

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Ryan Curt Fuhrmann Registered representative CFA Jan 2010 (17y)
Stephen Douglas Zimmerman Registered representative Oct 2012 (14y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/30/2026 1.02 MB 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

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.

View current Form ADV (SEC/IAPD) ↗