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FULCRUM CAPITAL, LLC

SEATTLE, WA · CRD 145322 · IAPD ↗ · 206-223-9790

$1.08BRegulatory AUM
8Advisory reps
13Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — FULCRUM CAPITAL, LLC crossed $1B in regulatory AUM ($975.9M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.