Fulcrum Capital, LLC

Fulcrum Capital, LLC (CRD# 145322) is a financial advisory firm headquartered in Seattle, WA. They manage $230,175,334 in 156 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
    230
    MILLION
  • Total Number of Accounts
    156
    ACCOUNTS
  • Average Account Value
    $1,475,483
Compensation Options
  • A percentage of assets under your management
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 - 5 of 5 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 23 years of experience in the finance industry.

2
James Dockens, financial advisor Seattle WA
James H. Dockens
CRD#: 2947707
1111 3rd Avenue, Suite 1880, Seattle, WA 98101
93
Wealthminder
score

James Dockens (CRD# 2947707) is an Investment Advisor Representative working at Fulcrum Capital, LLC in Seattle, WA and has over 19 years of experience in the finance industry.

3
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 35 years 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
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.

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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