# Fulbright Financial Consulting

Fulbright Financial Consulting is a Multi Family Office based in Durham, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Durham, United States
- **Region:** North America
- **Address:** Lancaster, PA, United States
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** fulbrightfinancial.com

## Regulatory record

- **CRD number:** 117891
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-24T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117891

## About

FULBRIGHT FINANCIAL CONSULTING, PA is a state-registered investment adviser in DURHAM, NC. The firm manages approximately $71 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Wealth Management
- Financial Planning
- Retirement Planning
- Estate Planning

## People

- Charles Fulbright — Founder & President

## Questions

### How does Fulbright Financial source proprietary deal flow?

Fulbright Financial does not operate with a proprietary deal flow mechanism. As a fee-only RIA, it selects investment managers and individual securities from publicly available markets, prioritizing independent research and third-party manager due diligence. The firm does not engage in direct private equity or venture capital co-investments.

### Does Fulbright Financial participate in fund commitments or only direct deals?

The firm participates primarily through fund commitments and separately managed accounts, selecting third-party mutual funds, ETFs, and institutional managers. It does not publicly report direct private company investments or co-investment activities. All client allocations are built from publicly available investment vehicles.

### What investment stages does Fulbright Financial typically target?

Fulbright Financial targets growth-stage public equities and fixed income for client portfolios. The firm does not focus on venture capital or early-stage private investments, given its client base of high-net-worth individuals seeking capital preservation and income generation alongside long-term growth.

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- [Wayne Gilbert & Company](https://altss.com/profile/wayne-gilbert-and-company)
- [Hensel Capital Management](https://altss.com/profile/hensel-capital-management)

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Last updated: 2026-07-06T01:24:16.984Z

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