Fulcrum Capital, LLC
Fulcrum Capital, LLC (CRD# 145322) is a financial advisory firm headquartered in Seattle, WA. They manage $909,761,470 in 473 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management910MILLION
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Total Number of Accounts473ACCOUNTS
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Average Account Value$1,923,386
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

CA, TX, WA
Timothy Clark (CRD# 6901758) is an Investment Advisor Representative working at Fulcrum Capital, LLC in Seattle, WA and has 1 year of experience in the finance industry.
Kathryn Fisher (CRD# 5435433) is an Investment Advisor Representative working at Fulcrum Capital, LLC in Seattle, WA and has over 14 years of experience in the finance industry. Kathryn Fisher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Darcy Johnson (CRD# 725468) is an Investment Advisor Representative working at Fulcrum Capital, LLC in Seattle, WA and has over 40 years of experience in the finance industry.
Michelle Mathieu (CRD# 2096673) is an Investment Advisor Representative working at Fulcrum Capital, LLC in Seattle, WA and has 1 year of experience in the finance industry.
John Richmond (CRD# 6950446) is an Investment Advisor Representative working at Fulcrum Capital, LLC in Seattle, WA and has 1 year of experience in the finance industry. John Richmond has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Di Thigpen-Shankles (CRD# 5262897) is an Investment Advisor Representative working at Fulcrum Capital, LLC in Seattle, WA and has over 7 years of experience in the finance industry.
Janet Welcher (CRD# 1108316) is an Investment Advisor Representative working at Fulcrum Capital, LLC in Seattle, WA and has 1 year of experience in the finance industry. Janet Welcher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Alissa Wright (CRD# 6010132) is an Investment Advisor Representative working at Fulcrum Capital, LLC in Seattle, WA and has over 10 years of experience in the finance industry.
Hans Krippaehne (CRD# 7510388) is an Investment Advisor Representative working at Fulcrum Capital, LLC in Seattle, WA and has 1 year of experience in the finance industry.