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Full Circle Advisors, LLC (Greenwich)


Full Circle Advisors, LLC is a large advisory firm based in Greenwich. It manages $132.97 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Connecticut and Delaware.

Full Circle Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Full Circle Advisors: assets under management

The assets under management (AUM) of Full Circle Advisors, LLC is $132.97 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $132.97 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $132.97 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Full Circle Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Richard Adam Blum Trustee 1 Jul 2010 Other 5833772
Michele G. Stuart Trustee 1 Jul 2010 Other 5834480
Marla Felton Trustee 1 Oct 2013 Other 6287003
Felton Family 2008 Trust Member 1 Oct 2013 50% - 75% xxx-xx-xxxx
Gregg J Felton Member 1 Oct 2013 50% - 75% 2787103

Based in Greenwich

The principal office where Full Circle Advisors, LLC performs its advisory services is located at 102 Greenwich Ave., Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-900-2100 or by fax 203-900-2103. The normal business hours are 9:00am - 5:30pm on Monday - Friday.


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