FUHRMANN CAPITAL

RIASEC Registered
Total AUM
$60.6M
Discretionary
$60.6M
100% of AUM
Avg account
$247K
Accounts
245
Employees
1
Advisory reps
2

Firm details

Headquarters
INDIANAPOLIS, Indiana
CRD number
151846
Fee structure
Percentage of AUM
Client types
  • HNWI70.1%
  • Individuals29.9%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Fuhrmann Capital is a small independent registered investment advisor that focuses on fee-based portfolio management and financial planning for individuals and families. The firm directs client assets toward equity-based strategies, using separately managed accounts and exchange-traded products as the primary building blocks. Investment decisions emphasize equity exposure and customization for taxable clients, with active portfolio construction rather than product-driven wrap solutions. Fuhrmann Capital does not position itself as an ESG investor and does not offer pension consulting or broad institutional services; its work is concentrated on private clients and small-business owners.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 72%, US Government Bonds 10%, State & Local Bonds 10%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 3%72%
  • Exchange Traded Equities72%
  • US Government Bonds10%
  • State & Local Bonds10%
  • Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents3%

Contacts

2 of 2
  • RYAN FUHRMANN

    PresidentCRD 5723452

  • STEPHEN ZIMMERMAN

    Sole ProprietorCRD 1198689

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

INDIANAPOLIS, IN

MARION

Location

INDIANAPOLIS, IN

Headquartered in INDIANAPOLIS, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area
Indianapolis-Carmel-Muncie, IN
Region
Midwest
County
MARION
Address
9511 Angola Ct
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth