Fully Financial, LLC
CRD 326015SEC# 801-136738Athens, GA
No longer SEC-registered. Fully Financial, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$111.1M
Employees
3
Accounts
561
Location
Athens, GA
Fully Financial, LLC assets under management
Fully Financial, LLC is a registered investment adviser overseen by the SEC based in Athens, GA. It reports $111.1 million in regulatory assets under management and employs 3 people.
Fully Financial, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Isaac Jacobs-Nichelson Control | Founder / Chief Compliance Officer / Managing Member | 50-75% | 2023 |
| Cody Jacobs-Nichelson Control | Founder / Chief Operating Officer / Member | 50-75% | 2023 |
Frequently asked questions
How much does Fully Financial, LLC manage?
Fully Financial, LLC reports $111.1 million in regulatory assets under management on its Form ADV.
How many employees does Fully Financial, LLC have?
Fully Financial, LLC reports 3 employees.
Where is Fully Financial, LLC located?
Fully Financial, LLC is based in Athens, GA.
Does Fully Financial, LLC disclose fund performance?
Fully Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 295 W Clayton St, Suite 100-B, Athens, GA 30601 |
| Office hours | By Appointment Only |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$111.1Mregulatory AUM
Discretionary $111.1M