Fulcrum Capital, LLC

Fulcrum Capital, LLC is a Seattle-based registered investment advisor founded in 2007. The firm offers a range of tailored investment advisory services primarily focused on individual equities, fixed income securities, ETFs, and some cash allocation. They may also recommend illiquid investments, such as private placements, based on client needs and risk tolerance. Fulcrum is a fee-only firm, compensated based on a tiered fee schedule with a negotiable minimum annual fee of $20,000. The firm manages approximately $945.5 million of client assets on a discretionary basis and $30.5 million on a non-discretionary basis as of December 31, 2024. Fulcrum acts as a fiduciary under ERISA and the Internal Revenue Code, ensuring recommendations are in the client's best interest. Clients have investment discretion, with Fulcrum making decisions aligned with the client's Investment Policy Statement. The firm recommends Charles Schwab & Co., Inc. as a custodian and broker, providing access to various investment products and services. Fulcrum reviews client accounts regularly, votes proxies, and maintains custody of client assets with appropriate authorization. The firm has no disciplinary information and maintains financial stability to meet client commitments. For more information, clients can contact Fulcrum Capital directly.