Fulcrum Equity Management, LLC
● SEC registered since 2014CRD 159099SEC# 801-79524Plano, TX
Reg. AUM
$192.8M
Employees
4
Accounts
741
Location
Plano, TX
Fulcrum Equity Management, LLC assets under management
Fulcrum Equity Management, LLC is a registered investment adviser overseen by the SEC based in Plano, TX. The firm has been registered since 2014. It reports $192.8 million in regulatory assets under management and employs 4 people.
Fulcrum Equity Management, LLC owners & executives
3 reported| 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 |
Frequently asked questions
How much does Fulcrum Equity Management, LLC manage?
Fulcrum Equity Management, LLC reports $192.8 million in regulatory assets under management on its Form ADV.
How many employees does Fulcrum Equity Management, LLC have?
Fulcrum Equity Management, LLC reports 4 employees.
Where is Fulcrum Equity Management, LLC located?
Fulcrum Equity Management, LLC is based in Plano, TX and has been SEC-registered since 2014.
Does Fulcrum Equity Management, LLC disclose fund performance?
Fulcrum Equity Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$192.8M▲ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$192.8Mregulatory AUM
Discretionary $192.8M