Fuller Asset Management, LLC

Fuller Asset Management provides investment advisory and portfolio management services to individuals, high net worth individuals, trusts, estates, corporations, and other business entities, managing $27,576,325 in client assets on a non‑discretionary basis as of 12/31/2024. The firm constructs customized portfolios documented in a written investment policy statement and typically recommends individual equities, corporate/municipal/government debt securities, and exchange‑traded funds.

The adviser uses both fundamental and technical analysis and implements long‑term and short‑term purchase strategies, reserving short‑term trading (securities sold within 30 days) for certain market environments when preservation is indicated. Because accounts are managed non‑discretionarily, the firm obtains client approval for trades (by phone or email as appropriate) and conducts account reviews at least quarterly to confirm consistency with each client’s IPS.

The firm’s principal maintains a regular public market commentary and newsletter presence—contributing paid articles to Seeking Alpha, publishing commentary on Substack, and partnering with the copy‑trading platform dub to distribute a weekly market newsletter and manage two copy‑tradable portfolios. That combination of primarily non‑discretionary portfolio management together with ongoing public periodicals and copy‑trading offerings is atypical for independent advisers of this size and may provide clients additional channels for accessing the adviser’s market views.