| Name | Title | Ownership | Since |
|---|---|---|---|
| Janet Maria Welcher Control | Managing Member & Managing Director | 25-50% | 2015 |
| Kathryn Haggitt Fisher | Chief Wealth Strategist | 10-25% | 2024 |
| Matthew A Wilkins Control | Chief Compliance Officer, Managing Member, Coo | 10-25% | 2021 |
Fulcrum Capital, LLC reports $975.9 million in regulatory assets under management on its Form ADV.
Fulcrum Capital, LLC reports 12 employees.
Fulcrum Capital, LLC is based in Seattle, WA and has been SEC-registered since 2007.
Fulcrum Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 800 Fifth Avenue, Suite 3800, Seattle, WA 98104 |
| Phone | 206-223-9790 |
| Fax | 888-761-8709 |
| Office hours | 7:00a.m. - 4:30p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $945.4M |
| Non-discretionary | $30.5M |
| Total (RAUM) | $975.9M |