Full Court Strategic Wealth, LLC

The firm serves individuals, high‑net‑worth clients, business entities, trusts and estates, offering investment management, financial planning, investment consulting, and referral and joint‑advisory arrangements with other registered advisers. It provides standalone planning or bundled investment management and planning engagements and reports its assets under management on a primarily non‑discretionary basis.

The firm’s process begins with documenting client objectives and recommending asset allocations across mutual funds, ETFs, private funds, individual equity and debt positions, and cash, followed by ongoing monitoring and rebalance recommendations. Because most accounts are managed non‑discretionarily, the firm generally seeks client approval before effecting transactions, although some client relationships use tri‑party arrangements that delegate discretionary trading to third‑party managers.

What is noteworthy for a solo independent adviser is the combination of substantial non‑discretionary AUM (the ADV reports $48.4 million in non‑discretionary assets) and the managing member’s separate role selling insurance products, including fixed and deferred annuities, which the brochure discloses as a potential conflict of interest. The firm also advises on private investment funds and utilizes a third‑party municipal bond and closed‑end fund manager for certain purchases, noting that those transactions may involve additional manager markups and separate fees.