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FULLY FINANCIAL
FULLY FINANCIAL, LLC
CRD 326015 · SEC 801-136738
295 W CLAYTON ST, SUITE 100-B, ATHENS, GA, 30601, United States
Phone
(706) 389-8426
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$111.1M
Discretionary AUM
$111.1M
Team
3 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 85 | $28.9M |
| High net worth individuals | 34 | $79.3M |
| Pension/profit sharing plans | 8 | $2.9M |
All web addresses on file
Official SEC filing: View on IAPD