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FULCRUM CAPITAL, LLC
CRD 145322File 801-68459
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.08B
Above cohort median (national)
Discretionary AUM
$1.04B
Non-discretionary $31.0M
Clients
329
667 accounts
Employees
13
Top 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 23, 2007
- Principal office
- 800 FIFTH AVENUE, SUITE 3800, SEATTLE, WA, 98104
- Phone
- 206-223-9790
- Website
- HTTP://WWW.FULCRUMCAPLLC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.08B
- Discretionary AUM
- $1.04B
- Non-discretionary AUM
- $31.0M
- Discretionary accounts
- 634
- Non-discretionary accounts
- 33
- Total accounts
- 667
- AUM per client
- $3.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $104.0M |
| Charitable organizations | 18 | $203.4M |
| High net worth individuals | 296 | $767.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 12 | 13 | increased by1 |
| Apr 1, 2026 | Clients | 251 | 329 | increased by78 |
| Apr 1, 2026 | AUM | $975,924,657 | $1,075,250,046 | increased by$99,325,389 |
| Apr 1, 2026 | Accounts | 632 | 667 | increased by35 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 229 | 251 | increased by22 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $909,761,470 | $975,924,657 | increased by$66,163,187 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 473 | 632 | increased by159 |
| Apr 1, 2022 | Employees | 10 | 12 | increased by2 |
| Apr 1, 2022 | Clients | 208 | 229 | increased by21 |
| Apr 1, 2022 | AUM | $694,781,129 | $909,761,470 | increased by$214,980,341 |
| Apr 1, 2022 | Accounts | 375 | 473 | increased by98 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FULCRUM CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FULCRUM CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.