Fulcrum Capital, LLC

Fulcrum Capital, LLC (CRD# 145322) is a financial advisory firm headquartered in Seattle, WA. They manage $846,845,156 in 545 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
800 Fifth Avenue, Suite 3800, Seattle, WA 98104
https://www.linkedin.com/company/fulcrum-capital-llc/
By the Numbers
  • Total Assets Under Management
    847
    MILLION
  • Total Number of Accounts
    545
    ACCOUNTS
  • Average Account Value
    $1,553,844
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
The map below shows states where this firm has explicit registration only.

CA, TX, WA

Financial Advisors at Fulcrum Capital, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Kathryn Fisher, financial advisor Seattle WA
Kathryn H. Fisher
CRD#: 5435433
800 Fifth Avenue, Suite 3800, Seattle, WA 98104

Kathryn Fisher (CRD# 5435433) is an Investment Advisor Representative working at Fulcrum Capital, LLC in Seattle, WA and has over 16 years of experience in the finance industry.

2
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.

3
Brander Richmond, financial advisor Seattle WA
Brander L. Richmond
CRD#: 6310433
800 Fifth Avenue, Suite 3800, Seattle, WA 98104

Brander Richmond (CRD# 6310433) is an Investment Advisor Representative working at Fulcrum Capital, LLC in Seattle, WA and has 1 year of experience in the finance industry.

4
Di Thigpen-Shankles, financial advisor Seattle WA
Di X. Thigpen-Shankles
CRD#: 5262897
800 Fifth Avenue, Suite 3800, Seattle, WA 98104

Di Thigpen-Shankles (CRD# 5262897) is an Investment Advisor Representative working at Fulcrum Capital, LLC in Seattle, WA and has over 9 years of experience in the finance industry.

5
Janet Welcher, financial advisor Seattle WA
Janet M. Welcher
CRD#: 1108316
800 Fifth Avenue, Suite 3800, Seattle, WA 98104

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.

6
Hans Krippaehne, financial advisor Seattle WA
Hans M. Krippaehne
CRD#: 7510388
800 Fifth Avenue, Suite 3800, Seattle, WA 98104

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.

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.

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