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Fully Financial, LLC

CRD 326015SEC# 801-136738Athens, GA
Export (members)
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.
View on SEC.gov ↗

Fully Financial, LLC owners & executives

2 reported
NameTitleOwnershipSince
Benjamin Isaac Jacobs-Nichelson ControlFounder / Chief Compliance Officer / Managing Member50-75%2023
Cody Jacobs-Nichelson ControlFounder / Chief Operating Officer / Member50-75%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

Address295 W Clayton St, Suite 100-B, Athens, GA 30601
Office hoursBy Appointment Only
Discloses disciplinary historyNo

Assets under management

Discretionary$111.1M
Non-discretionary$0
Total (RAUM)$111.1M