Fulcrum Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Seattle, WA. Its latest Form ADV filing, dated March 25, 2026, reports $1.1B in regulatory assets under management, 13 employees, and 667 accounts.
Assets Under Management
$1.1B
Employees
13
Offices
--
Total Clients
329
Primary office
SEATTLE, WA
800 FIFTH AVENUE, SUITE 3800, SEATTLE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 90.0% of total clients.
Top client categories% of clientsClients
1
HNWI
90.0%
296
2
Charitable
5.5%
18
3
Corporations
4.6%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 25, 2026
Discretionary97.1%
$1.0B
97% of total RAUM97.1%
Non-discretionary2.9%
$31M
3% of total RAUM2.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts667
10Y AUM Change+$797M (+287.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee25:1
10Y Employee Change+7 (+116.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.