FULCRUM EQUITY MANAGEMENT, LLC
CRD #159099 SEC #801-79524 PLANO, TX 888-304-6942
SEC Registered
Total AUM
$190M
Discretionary
$190M
Employees
3
Clients
10
Accounts
800
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $190M | $190M | $0 | 3 | 0 |
| Mar 2025 | $190M | $190M | $0 | 3 | 0 |
| Mar 2024 | $185.9M | $185.9M | $0 | 4 | 0 |
| Mar 2023 | $195.3M | $195.3M | $0 | 5 | 0 |
| Oct 2022 | $375.3M | $374.7M | $567.6K | 5 | 0 |
| Sep 2022 | $375.3M | $374.7M | $567.6K | 5 | 0 |
| Mar 2022 | $375.3M | $374.7M | $567.6K | 5 | 0 |
| Dec 2021 | $337.6M | $337.6M | $0 | 5 | 0 |
| Aug 2021 | $337.6M | $337.6M | $0 | 5 | 0 |
| Mar 2021 | $337.6M | $337.6M | $0 | 5 | 0 |
| Oct 2020 | $243.6M | $243.6M | $0 | 5 | 0 |
| Aug 2020 | $243.6M | $243.6M | $0 | 5 | 0 |
| Jun 2020 | $243.6M | $243.6M | $0 | 5 | 0 |
| May 2020 | $243.6M | $243.6M | $0 | 5 | 0 |
| Mar 2020 | $243.6M | $243.6M | $0 | 5 | 0 |
| Nov 2019 | $354.8M | $354.8M | $0 | 9 | 0 |
| Jul 2019 | $354.8M | $354.8M | $0 | 9 | 0 |
| Mar 2019 | $354.8M | $354.8M | $0 | 10 | 0 |
| Jan 2019 | $269.6M | $269.6M | $0 | 6 | 0 |
| Jan 2019 | $269.6M | $269.6M | $0 | 6 | 0 |
| Jul 2018 | $269.6M | $269.6M | $0 | 6 | 0 |
| Mar 2018 | $269.6M | $269.6M | $0 | 6 | 0 |
| Dec 2017 | $90.8M | $90.8M | $0 | 2 | 0 |
| Aug 2017 | $90.8M | $90.8M | $0 | 2 | 230 |
| May 2017 | $90.8M | $90.8M | $0 | 2 | 230 |
| Feb 2017 | $90.8M | $90.8M | $0 | 2 | 230 |
| Jul 2016 | $109M | $109M | $0 | 2 | 390 |
| Jan 2016 | $109M | $109M | $0 | 2 | 390 |
| Oct 2015 | $130.8M | $130.8M | $0 | 1 | 454 |
| Jul 2015 | $130.8M | $130.8M | $0 | 1 | 454 |
| Jul 2015 | $130.8M | $130.8M | $0 | 1 | 454 |
| Mar 2015 | $130.8M | $130.8M | $0 | 1 | 454 |
| Jan 2015 | $115.5M | $115.5M | $0 | 1 | 362 |
| Nov 2014 | $115.5M | $115.5M | $0 | 1 | 362 |
| Nov 2014 | $115.5M | $115.5M | $0 | 1 | 362 |
| Oct 2014 | $115.5M | $115.5M | $0 | 1 | 362 |
| Jun 2014 | $115.5M | $115.5M | $0 | 1 | 362 |
| Jun 2014 | $115.5M | $115.5M | $0 | 1 | 362 |
| Mar 2014 | $115.5M | $115.5M | $0 | 1 | 362 |
| Jun 2012 | $8M | $8M | $0 | 1 | 1 |
| May 2012 | $3.7M | $3.7M | $0 | 1 | 1 |
| Apr 2012 | $3.7M | $3.7M | $0 | 1 | 1 |
| Apr 2012 | $3.7M | $3.7M | $0 | 1 | 1 |
DateJul 2025
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$185.9M
Discretionary$185.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$195.3M
Discretionary$195.3M
Non-Disc.$0
Employees5
Clients0
DateOct 2022
Total AUM$375.3M
Discretionary$374.7M
Non-Disc.$567.6K
Employees5
Clients0
DateSep 2022
Total AUM$375.3M
Discretionary$374.7M
Non-Disc.$567.6K
Employees5
Clients0
DateMar 2022
Total AUM$375.3M
Discretionary$374.7M
Non-Disc.$567.6K
Employees5
Clients0
DateDec 2021
Total AUM$337.6M
Discretionary$337.6M
Non-Disc.$0
Employees5
Clients0
DateAug 2021
Total AUM$337.6M
Discretionary$337.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$337.6M
Discretionary$337.6M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$243.6M
Discretionary$243.6M
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$243.6M
Discretionary$243.6M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$243.6M
Discretionary$243.6M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$243.6M
Discretionary$243.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$243.6M
Discretionary$243.6M
Non-Disc.$0
Employees5
Clients0
DateNov 2019
Total AUM$354.8M
Discretionary$354.8M
Non-Disc.$0
Employees9
Clients0
DateJul 2019
Total AUM$354.8M
Discretionary$354.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$354.8M
Discretionary$354.8M
Non-Disc.$0
Employees10
Clients0
DateJan 2019
Total AUM$269.6M
Discretionary$269.6M
Non-Disc.$0
Employees6
Clients0
DateJan 2019
Total AUM$269.6M
Discretionary$269.6M
Non-Disc.$0
Employees6
Clients0
DateJul 2018
Total AUM$269.6M
Discretionary$269.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$269.6M
Discretionary$269.6M
Non-Disc.$0
Employees6
Clients0
DateDec 2017
Total AUM$90.8M
Discretionary$90.8M
Non-Disc.$0
Employees2
Clients0
DateAug 2017
Total AUM$90.8M
Discretionary$90.8M
Non-Disc.$0
Employees2
Clients230
DateMay 2017
Total AUM$90.8M
Discretionary$90.8M
Non-Disc.$0
Employees2
Clients230
DateFeb 2017
Total AUM$90.8M
Discretionary$90.8M
Non-Disc.$0
Employees2
Clients230
DateJul 2016
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees2
Clients390
DateJan 2016
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees2
Clients390
DateOct 2015
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees1
Clients454
DateJul 2015
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees1
Clients454
DateJul 2015
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees1
Clients454
DateMar 2015
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees1
Clients454
DateJan 2015
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees1
Clients362
DateNov 2014
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees1
Clients362
DateNov 2014
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees1
Clients362
DateOct 2014
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees1
Clients362
DateJun 2014
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees1
Clients362
DateJun 2014
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees1
Clients362
DateMar 2014
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees1
Clients362
DateJun 2012
Total AUM$8M
Discretionary$8M
Non-Disc.$0
Employees1
Clients1
DateMay 2012
Total AUM$3.7M
Discretionary$3.7M
Non-Disc.$0
Employees1
Clients1
DateApr 2012
Total AUM$3.7M
Discretionary$3.7M
Non-Disc.$0
Employees1
Clients1
DateApr 2012
Total AUM$3.7M
Discretionary$3.7M
Non-Disc.$0
Employees1
Clients1