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FULCRUM CAPITAL, LLC
CRD 145322 · SEC 801-68459
800 FIFTH AVENUE, SUITE 3800, SEATTLE, WA, 98104, United States
Phone
206-223-9790
Fax
888-761-8709
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.08B
Discretionary AUM
$1.04B
Team
13 total employees; 8 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 296 | $767.8M |
| Charitable organizations | 18 | $203.4M |
| Corporations/business entities | 15 | $104.0M |
States served
CA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD