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FULCRUM EQUITY PARTNERS, INC.

ATLANTA, GA · CRD 163489 · IAPD ↗ · fulcrumep.com · 770-551-6300

$1.16BRegulatory AUM
16Advisory reps
27Employees
0Clients
0Planning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

85
May 2026 — FULCRUM EQUITY PARTNERS, INC. (ATLANTA, GA) is newly SEC-registered with $1.16B RAUM and 16 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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