Fulcrum Capital, LLC
● SEC registered since 2007CRD 145322SEC# 801-68459Seattle, WA
Reg. AUM
$1.08B
Employees
13
Accounts
667
Location
Seattle, WA
Fulcrum Capital, LLC assets under management
Fulcrum Capital, LLC operates as an SEC-registered investment adviser based in Seattle, WA. The firm has been registered since 2007. It reports $1.1 billion in regulatory assets under management and employs 13 people.
Fulcrum Capital, LLC owners & executives
4 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Fulcrum Capital, LLC manage?
Fulcrum Capital, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Fulcrum Capital, LLC have?
Fulcrum Capital, LLC reports 13 employees.
Where is Fulcrum Capital, LLC located?
Fulcrum Capital, LLC is based in Seattle, WA and has been SEC-registered since 2007.
Does Fulcrum Capital, LLC disclose fund performance?
Fulcrum Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$1.08B▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$1.08Bregulatory AUM
Discretionary $1.04BNon-discretionary $31M