RIA Intelligence

FULCRUM CAPITAL, LLC

CRD #145322 SEC #801-68459 SEATTLE, WA 206-223-9790
SEC Registered
Total AUM
$975.9M
Discretionary
$945.4M
Employees
12
Clients
51
Accounts
632

Firm Details

Organization Type
Limited Liability Company
State of Formation
Washington
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 19, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Fisher, KATHRYN, HAGGITTICHIEF WEALTH STRATEGISTNA
Fisher, KATHRYN, HAGGITTICHIEF WEALTH STRATEGISTNA
MATHIEU, MICHELLE, AIMEEICHIEF INVESTMENT OFFICERNA Control
MATHIEU, MICHELLE, AIMEEICHIEF INVESTMENT OFFICERNA Control
MATHIEU, MICHELLE, AIMEEICHIEF INVESTMENT OFFICERNA Control
MATHIEU, MICHELLE, AIMEEICHIEF INVESTMENT OFFICERNA Control
MATHIEU, MICHELLE, AIMEEICHIEF INVESTMENT OFFICERNA Control
MATHIEU, MICHELLE, AIMEEICHIEF INVESTMENT OFFICERNA Control
MATHIEU, MICHELLE, AIMEEICHIEF INVESTMENT OFFICERNA Control
MATHIEU, MICHELLE, AIMEEICHIEF INVESTMENT OFFICERNA Control
OHASHI, ROSS, WARRENICHIEF COMPLIANCE OFFICERNA Control
OHASHI, ROSS, WARRENICHIEF COMPLIANCE OFFICERNA Control
OHASHI, ROSS, WARRENICHIEF COMPLIANCE OFFICERNA Control
OHASHI, ROSS, WARRENICHIEF COMPLIANCE OFFICERNA Control
OHASHI, ROSS, WARRENICHIEF COMPLIANCE OFFICERNA Control
OHASHI, ROSS, WARRENICHIEF COMPLIANCE OFFICERNA Control
JOHNSON, DARCY, BERUBEIPRINCIPALD Control
JOHNSON, DARCY, BERUBEIPRINCIPALD Control
JOHNSON, DARCY, BERUBEIPRINCIPALD Control
JOHNSON, DARCY, BERUBEIPRINCIPALD Control
JOHNSON, DARCY, BERUBEIPRINCIPALD Control
JOHNSON, DARCY, BERUBEIPRINCIPALD Control
JOHNSON, DARCY, BERUBEIPRINCIPALD Control
JOHNSON, DARCY, BERUBEIPRINCIPALD Control
JOHNSON, DARCY, BERUBEIPRINCIPALD Control
JOHNSON, DARCY, BERUBEIPRINCIPALD Control
JOHNSON, DARCY, BERUBEIPRINCIPALD Control
JOHNSON, DARCY, BERUBEIPRINCIPALD Control
JOHNSON, DARCY, BERUBEIPRINCIPALD Control
JOHNSON, DARCY, BERUBEIPRINCIPALD Control
JOHNSON, DARCY, BERUBEIPRINCIPALD Control
JOHNSON, DARCY, BERUBEIPRINCIPALD Control
JOHNSON, DARCY, BERUBEIPRINCIPALD Control
JOHNSON, DARCY, BERUBEIPRINCIPALD Control
JOHNSON, DARCY, BERUBEIPRINCIPALD Control
JOHNSON, DARCY, BERUBEIPRINCIPALD Control
KUEHN, ROBERT, C.IPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
KUEHN, ROBERT, C.IPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
KUEHN, ROBERT, C.IPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
KUEHN, ROBERT, C.IPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
KUEHN, ROBERT, C.IPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
KUEHN, ROBERT, C.IPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
KUEHN, ROBERT, C.IPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
KUEHN, ROBERT, C.IPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
KUEHN, ROBERT, C.IPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
KUEHN, ROBERT, C.IPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
KUEHN, ROBERT, C.IPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
KUEHN, ROBERT, C.IPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
KUEHN, ROBERT, C.IPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
KUEHN, ROBERT, C.IPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
KUEHN, ROBERT, C.IPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
KUEHN, ROBERT, C.IPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
JOHNSON, DARCY, BERUBEICHIEF EXECUTIVE OFFICER, ELECTED MANAGERC Control
JOHNSON, DARCY, BERUBEIPRINCIPALC Control
JOHNSON, DARCY, BERUBEICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, ELECTED MANAGERC Control
JOHNSON, DARCY, BERUBEICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, ELECTED MANAGERC Control
JOHNSON, DARCY, BERUBEICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, ELECTED MANAGERC Control
JOHNSON, DARCY, BERUBEICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBERC Control
JOHNSON, DARCY, BERUBEICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBERC Control
JOHNSON, DARCY, BERUBEICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBERC Control
JOHNSON, DARCY, BERUBEICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBERC Control
JOHNSON, DARCY, BERUBEICHIEF EXECUTIVE OFFICER, MANAGING MEMBERC Control
JOHNSON, DARCY, BERUBEICHIEF EXECUTIVE OFFICER, MANAGING MEMBERC Control
JOHNSON, DARCY, BERUBEIMANAGING MEMBERC Control
JOHNSON, DARCY, BERUBEICHIEF EXECUTIVE OFFICER, MANAGING MEMBERC Control
JOHNSON, DARCY, BERUBEIMANAGING MEMBERC Control
JOHNSON, DARCY, BERUBEIMANAGING MEMBERC Control
JOHNSON, DARCY, BERUBEIMANAGING MEMBERC Control
KUEHN, ROBERT, C.IPRINCIPALC Control
KUEHN, ROBERT, C.IPRINCIPALC Control
KUEHN, ROBERT, C.IPRINCIPALC Control
KUEHN, ROBERT, C.IPRINCIPALC Control
KUEHN, ROBERT, C.IPRINCIPALC Control
KUEHN, ROBERT, CARLICHIEF INVESTMENT OFFICER, ELECTED MANAGERC Control
KUEHN, ROBERT, CARLIELECTED MANAGERC Control
KUEHN, ROBERT, CARLIELECTED MANAGERC Control
KUEHN, ROBERT, CARLIELECTED MANAGERC Control
MATHIEU, MICHELLE, AIMEEICHIEF INVESTMENT OFFICER & MANAGING MEMBERC Control
MATHIEU, MICHELLE, AIMEEICHIEF INVESTMENT OFFICER & MANAGING MEMBERC Control
MATHIEU, MICHELLE, AIMEEIMANAGING MEMBERC Control
MATHIEU, MICHELLE, AIMEEIMANAGING MEMBERC Control
MATHIEU, MICHELLE, AIMEEIMANAGING MEMBERC Control
MATHIEU, MICHELLE, AIMEEIMANAGING MEMBERC Control
MATHIEU, MICHELLE, AIMEEIMANAGING MEMBER & CEOC Control
MATHIEU, MICHELLE, AIMEEIMANAGING MEMBERC Control
MATHIEU, MICHELLE, AIMEEIMANAGING MEMBER & CEOC Control
MATHIEU, MICHELLE, AIMEEIMANAGING MEMBER & CEOC Control
MATHIEU, MICHELLE, AIMEEIMANAGING MEMBER & CEOC Control
MATHIEU, MICHELLE, AIMEEIMANAGING MEMBER & CEOC Control
MATHIEU, MICHELLE, AIMEEIMANAGING MEMBER & CEOC Control
MATHIEU, MICHELLE, AIMEEIMANAGING MEMBER & CEOC Control
WELCHER, JANET, MARIAIMANAGING MEMBER & MANAGING DIRECTORC Control
WELCHER, JANET, MARIAIMANAGING MEMBER & MANAGING DIRECTORC Control
WELCHER, JANET, MARIAIMANAGING MEMBER & MANAGING DIRECTORC Control
Fisher, KATHRYN, HAGGITTICHIEF WEALTH STRATEGISTB
KUEHN, ROBERT, CARLIMEMBERB
KUEHN, ROBERT, CARLIMEMBERB
KUEHN, ROBERT, CARLIMEMBERB
KUEHN, ROBERT, CARLIMEMBERB
KUEHN, ROBERT, CARLIMEMBERB
KUEHN, ROBERT, CARLIMEMBERB
KUEHN, ROBERT, CARLIMEMBERB
KUEHN, ROBERT, CARLIMEMBERB
WELCHER, JANET, MARIAIMEMBERB Control
WELCHER, JANET, MARIAIMEMBERB Control
WELCHER, JANET, MARIAIMEMBERB Control
WELCHER, JANET, MARIAIMEMBERB Control
WELCHER, JANET, MARIAIMEMBERB Control
WELCHER, JANET, MARIAIMEMBERB Control
WELCHER, JANET, MARIAIMANAGING MEMBERB Control
WELCHER, JANET, MARIAIMEMBERB Control
WELCHER, JANET, MARIAIMANAGING MEMBERB Control
WELCHER, JANET, MARIAIMANAGING MEMBERB Control
WELCHER, JANET, MARIAIMANAGING MEMBERB Control
Wilkins, Matthew, AICHIEF COMPLIANCE OFFICERB Control
Wilkins, Matthew, AICHIEF COMPLIANCE OFFICERB Control
Wilkins, Matthew, AICHIEF COMPLIANCE OFFICER, MANAGING MEMBER, COOB Control
Wilkins, Matthew, AICHIEF COMPLIANCE OFFICER, MANAGING MEMBER, COOB Control
Wilkins, Matthew, AICHIEF COMPLIANCE OFFICER, MANAGING MEMBER, COOB Control
KUEHN, ROBERT, CARLIMEMBERA
WELCHER, JANET, MARIAIPRINCIPALA Control
WELCHER, JANET, MARIAIMEMBERA Control
WELCHER, JANET, MARIAIPRINCIPALA Control
WELCHER, JANET, MARIAIMEMBERA Control
WELCHER, JANET, MARIAIMEMBERA Control
WELCHER, JANET, MARIAIMEMBERA Control
Wilkins, Matthew, AICHIEF COMPLIANCE OFFICERA Control
Wilkins, Matthew, AICHIEF COMPLIANCE OFFICERA Control
Wilkins, Matthew, AICHIEF COMPLIANCE OFFICERA Control
Wilkins, Matthew, AICHIEF COMPLIANCE OFFICERA Control
Wilkins, Matthew, AICHIEF COMPLIANCE OFFICERA Control

Registrations

Federal

IA
Mar 19, 2025 REGISTERED

Notice Filings (3)

CA TX WA

Address

800 FIFTH AVENUE
SUITE 3800
SEATTLE, WA 98104
United States
Phone: 206-223-9790