Fulton Breakefield Broenniman,llc
● SEC registered since 2000CRD 108967SEC# 801-57836Bethesda, MD
Reg. AUM
$2.39B
Employees
21
Accounts
3,187
Location
Bethesda, MD
Fulton Breakefield Broenniman,llc assets under management
Fulton Breakefield Broenniman,llc is a registered investment adviser overseen by the SEC based in Bethesda, MD. The firm has been registered since 2000. It reports $2.4 billion in regulatory assets under management and employs 21 people.
Fulton Breakefield Broenniman,llc owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bridget Marie Simpson Control | Director Of Operations | 5-10% | 2017 |
| Michael John Mussio Control | President | 25-50% | 2017 |
| Stein Andre Olavsrud Control | Chief Compliance Officer, Evp | 10-25% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Fulton Breakefield Broenniman,llc manage?
Fulton Breakefield Broenniman,llc reports $2.4 billion in regulatory assets under management on its Form ADV.
How many employees does Fulton Breakefield Broenniman,llc have?
Fulton Breakefield Broenniman,llc reports 21 employees.
Where is Fulton Breakefield Broenniman,llc located?
Fulton Breakefield Broenniman,llc is based in Bethesda, MD and has been SEC-registered since 2000.
Does Fulton Breakefield Broenniman,llc disclose fund performance?
Fulton Breakefield Broenniman,llc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4520 East-West Highway, Suite 450, Bethesda, MD 20814 |
| Phone | 301-657-8870 |
| Fax | 301-657-0866 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.39B▲ 28%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$2.39Bregulatory AUM
Discretionary $2.39B