Fulcrum Capital LLC

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Assets, Funds, Holdings

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Fulcrum Capital LLC
CRD #145322
SEC #801-68459
CIK #0001724090
AUM $846.8 MM (2024-03-15)
Employees 11 (73% Investors, 0% Brokers)
Phone206-223-9790
Address800 Fifth Avenue
Seattle, WA 98104
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
100080060040020002007201320192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 32.9
AAPL 2,382,844.0 22.5
NVDA 399,550.0 22.4
GOOG 1,482,566.4 21.0
AMZN 1,092,997.8 17.5
TT 30,146.9 14.3
ADBE 172,760.2 13.6
MA 309,583.1 13.0
EW 58,898.5 10.5
JPM 340,169.2 10.5
View All
Holdings by Sector ($MM)
50040030020010002017201920222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 213 465.3
(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 14 186.0
(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 12 95.0
(n) Other 0 0.0
Total 502 746.3
By Discretionary
Discretionary 476 718.1
Non-Discretionary 26 28.1
Total 502 746.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 746.3
Total 502 746.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001724090]
Comparable Firms State AUM ($BB)
Summit Asset Management LLC
TN 0.9
Fusion Investment Advisors LLC
TX 0.8
Blueprint Investment Partners LLC
NC 0.8
Riverview Research LLC
OH 0.8
Investment Advisory Group LLC
MA 0.8
Allen Mooney & Barnes Investment Advisors LLC
GA 0.8
People's United Advisors Inc
CT 0.8
CA Family Wealth LLC
CA 0.8
Talon Private Wealth LLC
FL 0.8
One Wealth Advisors LLC
CA 0.8
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