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FILLMORE CAPITAL PARTNERS, LLC

POWELL, OH · CRD 139256 · IAPD ↗ · fillmorecap.com · 614-781-1420

$247.1MRegulatory AUM
8Advisory reps
22Employees
0Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — FILLMORE CAPITAL PARTNERS, LLC reported RAUM down 82% ($1.38B -> $247.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
April 2026 — FILLMORE CAPITAL PARTNERS, LLC shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
35
April 2025 — FILLMORE CAPITAL PARTNERS, LLC moved its main office from COLUMBUS, OH to POWELL, OH.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
April 2025 — FILLMORE CAPITAL PARTNERS, LLC shrank from 15 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.