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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 1, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | |
| BELLWETHER INVESTMENT MANAGEMENT USA INC. | DE | OWNER | E | Control |
| BELLWETHER INVESTMENT MANAGEMENT USA INC. | DE | OWNER | E | Control |
| BELLWETHER INVESTMENT MANAGEMENT USA INC. | DE | OWNER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LOVE, CRAIG, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LORNE PARK CAPITAL PARTNERS INC. | FE | BELLWETHER INVESTMENT MANAGEMENT USA INC. | F |
Registrations
Federal
IA
Jul 1, 2025 REGISTERED
Notice Filings (14)
AL AZ CA FL GA LA MA MS NE NM NV TN TX WI
Address
5465 LEGACY DR.SUITE 650
PLANO, TX 75024
United States
Phone: 888-304-6942