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FILLMORE CAPITAL PARTNERS, LLC

4145 Powell Rd.
Columbus, Ohio 43065-8066
Tel: 614-781-1420

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About FILLMORE CAPITAL PARTNERS, LLC

FILLMORE CAPITAL PARTNERS, LLC, formally registered with the SEC as FILLMORE CAPITAL PARTNERS, LLC. The firm was established in 02/24/2012. They have over 3 offices throughout the country.

FILLMORE CAPITAL PARTNERS, LLC is a Columbus, Ohio based Financial Planning firm with nearly $1,390,000,000 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#139256
SEC#801-73276
Assets Managed by Firm$1,390,000,000
No. of Clients4
No. of Advisors25

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total4$1,390,000,000

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