Fulcrum Capital, LLC

Fulcrum Capital, LLC (CRD# 145322) is a financial advisory firm headquartered in Seattle, WA. They manage $575,775,432 in 272 accounts and serve the financial needs of clients across 2 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
    576
    MILLION
  • Total Number of Accounts
    272
    ACCOUNTS
  • Average Account Value
    $2,116,821
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
  • Selection of other advisers (including private fund managers)
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.

CA, WA

Financial Advisors at Fulcrum Capital, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Timothy Clark, financial advisor Seattle WA
Timothy J. Clark
CRD#: 6901758
1111 3rd Avenue, Suite 1880, Seattle, WA 98101

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.

2
Kathryn Fisher, financial advisor Seattle WA
Kathryn H. Fisher
CRD#: 5435433
1111 3rd Avenue, Suite 1880, Seattle, WA 98101

Kathryn Fisher (CRD# 5435433) is an Investment Advisor Representative working at Fulcrum Capital, LLC in Seattle, WA and has over 13 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.

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

Darcy Johnson (CRD# 725468) is an Investment Advisor Representative working at Fulcrum Capital, LLC in Seattle, WA and has over 39 years of experience in the finance industry.

4
Michelle Mathieu, financial advisor Seattle WA
Michelle A. Mathieu
CRD#: 2096673
1111 3rd Avenue, Suite 1880, Seattle, WA 98101

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.

5
John Richmond, financial advisor Seattle WA
John R. Richmond
CRD#: 6950446
1111 3rd Avenue, Suite 1880, Seattle, WA 98101

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.

6
Di Thigpen-Shankles, financial advisor Seattle WA
Di X. Thigpen-Shankles
CRD#: 5262897
1111 3rd Avenue, Suite 1880, Seattle, WA 98101

Di Thigpen-Shankles (CRD# 5262897) is an Investment Advisor Representative working at Fulcrum Capital, LLC in Seattle, WA and has over 5 years of experience in the finance industry.

7
Janet Welcher, financial advisor Seattle WA
Janet M. Welcher
CRD#: 1108316
1111 3rd Avenue, Suite 1880, Seattle, WA 98101

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.

8
Hayden Wieck, financial advisor Seattle WA
Hayden C. Wieck
CRD#: 6865969
1111 3rd Avenue, Suite 1880, Seattle, WA 98101

Hayden Wieck (CRD# 6865969) is an Investment Advisor Representative working at Fulcrum Capital, LLC in Seattle, WA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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