Holly
Fulton
Capital Cities Investments
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About this Advisor
Holly Fulton is a financial advisor working in Indianapolis, Indiana who has 17 years of relevant experience. Fulton is on the advisory team at Capital Cities Investments. Throughout their career, they have worked at Triad Advisors, Inc, Capital Cities Investments and Community Investment Counselors. Fulton holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Florida, Louisiana, Texas and Vermont. Capital Cities Investments is a business headquartered in Indianapolis, IN. The company has offices in five locations and a total of 25 people on staff. It has $212 million in assets under management between its 565 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm advises one charitable organizations. Of its 565 accounts, just 13% are held by high-net-worth clients who have at least $1 million in investable assets. The company provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules vary depending on the financial services offered. However, fee types charged by Capital Cities Investments likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Cities Investments Brokerage Details
$211,707,355
25
565
$374,703
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Holly Fulton Work History
Holly has been registered as a financial advisor for 17 years.*
Capital Cities Investments
Community Investment Counselors
Triad Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Holly Fulton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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