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Fuhrmann Capital

Updated today

Client assets under management

$60,607,782

Clients

102

35% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

51

Typical

Average account size

$594,194

About

Fuhrmann Capital provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), trusts, corporations and pension plans. The firm tailors advisory services to each client by gathering information on return objectives, risk tolerances, tax profiles and unique circumstances such as family business ownership or estate‑planning needs.

The firm pursues long‑term, after‑tax capital appreciation through a bottoms‑up, buy‑and‑hold approach focused primarily on individual U.S. equities with a three‑to‑five‑year investment horizon and low portfolio turnover to limit realized capital gains. Fixed‑income exposure is typically implemented with individual positions held to maturity to maximize yield for a given maturity, with limited use of low‑cost passive funds or alternatives when appropriate for a client’s objectives.

Distinctive features include an equity‑centric strategy that emphasizes individual stock selection rather than predominantly using pooled funds, and no stated account minimum for client relationships. The firm discloses receipt of custodian‑provided research and technology services, allows personal holdings that mirror client holdings while following a written code to prioritize client transactions, and purchases third‑party lead referrals (SmartAsset) as part of its client‑acquisition process.

Client services

Financial planning Portfolio management

Expertise

Wealth management Passive / index investing

Fee options

Fixed

Pre-determined monthly amount for Financial Planning Services (specific amounts not stated)

Percentage

$0+: 1.00% annually for equity assets under management $0+: 0.50% annually for fixed income assets under management

Project-based

Hourly charges for Financial Planning Services (specific rates not stated)

Main office location

Fuhrmann Capital

9511 Angola Ct, #200

Indianapolis IN 46268, United States

Number of offices

2

Most active in

California · Colorado · Indiana · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ryan F

CFA®

Indianapolis, IN

Fuhrmann Capital

Ryan Fuhrmann is the principal of Fuhrmann Capital in Indianapolis, IN, and holds the CFA® designation with 16 years of industry experience. He has led Fuhrmann Capital since 2007. Outside of his advisory role, he operates a boutique gift basket website in Carmel, Indiana. Fuhrmann Capital provides discretionary and limited non-discretionary investment management and integrated financial planning to individuals, high-net-worth clients, trusts, corporations, and pension plans. The firm employs a tax-aware, long-term buy-and-hold investment strategy focused on U.S. equities with a bottoms-up, intrinsic-value approach and manages approximately $56 million in discretionary assets.

Wealth management Passive / index investing
user avatar

Stephen Z

Series 63, Series 65

Indianapolis, IN

Fuhrmann Capital

Stephen Zimmerman is the sole advisor at Fuhrmann Capital in Indianapolis, IN, holding Series 63 and Series 65 designations with 27 years of industry experience. He has led Fuhrmann Capital since 2012. Outside of his advisory role, he is involved in consulting and appraising for art-related business activities. Fuhrmann Capital provides discretionary and limited non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and pension plans. The firm employs a tax-aware, long-term buy-and-hold strategy focused on U.S. equities and fixed income, emphasizing low portfolio turnover and tailored client recommendations without a stated account minimum.

Wealth management Passive / index investing
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