Fulcrum Capital Review

Trust Score 95%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

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Fulcrum Capital, federally registered in 2007, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 5 advisors. Fulcrum Capital manages $418.6 million and provides investment advisory services for 140 clients (1:28 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $2,989,858
Hybrid Advisor No
Disciplinary History No
Total AUM $418.6 million
Advisor / Client Ratio 1:28
Headquarters Seattle, WA
SEC Filings Forms and Brochures    (CRD # 145322)
State(s) Registered CA, WA

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