Fulcrum Capital, LLC

Fulcrum Capital, LLC (CRD# 145322) is a financial advisory firm headquartered in Seattle, WA. They manage $450,051,966 in 234 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1111 3rd Avenue, Suite 1880, Seattle, WA 98101
http://www.fulcrumcapllc.com
By the Numbers
  • Total Assets Under Management
    450
    MILLION
  • Total Number of Accounts
    234
    ACCOUNTS
  • Average Account Value
    $1,923,299
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Fulcrum Capital, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Ross Ohashi, financial advisor Seattle WA
Ross W. Ohashi
CRD#: 2454854
1111 3rd Avenue, Suite 1880, Seattle, WA 98101
96
Wealthminder
score

Ross Ohashi (CRD# 2454854) is an Investment Advisor Representative working at Fulcrum Capital, LLC in Seattle, WA and has over 24 years of experience in the finance industry.

2
Darcy Johnson, financial advisor Seattle WA
Darcy B. Johnson
CRD#: 725468
1111 3rd Avenue, Suite 1880, Seattle, WA 98101
93
Wealthminder
score

Darcy Johnson (CRD# 725468) is an Investment Advisor Representative working at Fulcrum Capital, LLC in Seattle, WA and has over 36 years of experience in the finance industry.

3
Timothy Clark, financial advisor Seattle WA
Timothy J. Clark
CRD#: 6901758
1111 3rd Avenue, Suite 1880, Seattle, WA 98101
90
Wealthminder
score

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.

4
Robert Kuehn, financial advisor Seattle WA
Robert C. Kuehn
CRD#: 5428603
1111 3rd Avenue, Suite 1880, Seattle, WA 98101
90
Wealthminder
score

Robert Kuehn (CRD# 5428603) is an Investment Advisor Representative working at Fulcrum Capital, LLC in Seattle, WA and has 1 year of experience in the finance industry.

5
Michelle Mathieu, financial advisor Seattle WA
Michelle A. Mathieu
CRD#: 2096673
1111 3rd Avenue, Suite 1880, Seattle, WA 98101
90
Wealthminder
score

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.

6
Janet Welcher, financial advisor Seattle WA
Janet M. Welcher
CRD#: 1108316
1111 3rd Avenue, Suite 1880, Seattle, WA 98101
90
Wealthminder
score

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.

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Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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