Fullerton Advisors, LLC
Firm details
- Headquarters
- Danville, California
- CRD number
- 148880
- Registered since
- November 13, 2025
- Website
- www.fullertonadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.39%
- Individuals15.39%
- Charitable Organizations0.88%
- Corporations / Businesses0.34%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Fullerton Advisors, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC‑registered (registration year 2025) and is owned by an individual. Its client mix includes individuals and families as well as institutional relationships. Fee arrangements listed by the firm include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. Advisory services highlighted in filings include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as an ESG investor and is not reported as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities8%
- Other1%
Contacts
1 of 1
Nicholas Fullerton
Principal and FounderCRD 2515415
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$112M in ETFs
85%
$95M
7%
$16.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $20M | 54,002 | 17.90% |
Location
Danville, CA
Contra Costa
Location
Danville, CA
Headquartered in Danville, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 318 Diablo Rd
- Time zone
- PT (UTC-8)
- Office locations
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