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| Fulcrum Capital LLC
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|---|---|
| CRD # | 145322 |
| SEC # | 801-68459 |
| CIK # | 0001724090 |
| AUM | 1,075.3 M (2026-03-25) |
| Employees | 13 (62% Investors, 0% Brokers) |
| Phone | 206-223-9790 |
| Address | 800 Fifth Avenue Seattle, WA 98104 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 30.9 | ||
| Apple Inc | 25.3 | ||
| Alphabet Inc | 23.1 | ||
| Amazon Com Inc | 22.5 | ||
| Nvidia Corp | 21.8 | ||
| Lam Research Corp | 16.3 | ||
| Ingersoll-Rand PLC | 15.4 | ||
| Fortinet Inc | 14.3 | ||
| Mastercard Inc | 14.2 | ||
| Netflix Inc | 13.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 296 | 767.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 18 | 203.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 104.0 |
| (n) Other | 0 | 0.0 |
| Total | 667 | 1,075.3 |
| By Discretionary | ||
| Discretionary | 634 | 1,044.2 |
| Non-Discretionary | 33 | 31.0 |
| Total | 667 | 1,075.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,075.3 | |
| Total | 667 | 1,075.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001724090] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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PA | 1,077.3 M |
|
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Allen Mooney & Barnes Investment Advisors LLC
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GA | 1,074.8 M |
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GA | 1,073.8 M |
|
Mattern Capital Management LLC
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|
CO | 1,073.7 M |
|
American Investment Services Inc
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|
MA | 1,073.0 M |
|
Spinnaker Investment Group LLC
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CA | 1,072.9 M |
|
Providence Capital Advisors LLC
✚
|
NC | 1,072.1 M |