| Name | Title | Ownership | Since |
|---|---|---|---|
| Bellwether Investment Management USA Inc. Control | Owner | Over 75% | 2024 |
| Craig Allen Love | Managing Member/Chief Compliance Officer | Under 5% | 2011 |
| Lorne Park Capital Partners Inc. | Shareholder | — | 2022 |
Fulcrum Equity Management, LLC reports $190 million in regulatory assets under management on its Form ADV.
Fulcrum Equity Management, LLC reports 3 employees.
Fulcrum Equity Management, LLC is based in Plano, TX and has been SEC-registered since 2014.
Fulcrum Equity Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5465 Legacy Dr., Suite 650, Plano, TX 75024 |
| Phone | 888-304-6942 |
| Fax | 214-296-9353 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $190M |
| Non-discretionary | $0 |
| Total (RAUM) | $190M |