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FULLY FINANCIAL

ATHENS, GA · CRD 326015 · IAPD ↗ · fullyfin.com · (706) 389-8426

$111.1MRegulatory AUM
2Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2026 — FULLY FINANCIAL (ATHENS, GA) is newly SEC-registered with $111.1M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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