Fulcrum Capital, LLC

David Limoges is a CFP® professional at Fulcrum Capital, LLC with two years of industry experience. He previously worked at Emerald Advisors, LLC and Bank of America’s Private Bank, where he spent eight years. Fulcrum Capital, LLC is a fee-only, SEC-registered advisory firm serving high-net-worth individuals, trusts, estates, corporations, and charitable organizations, typically requiring a minimum household size of $1 million. The firm manages just over $1 billion in assets and employs a range of investment strategies including fundamental and technical analysis, asset allocation, and option strategies, with an emphasis on tailored advice and regular client involvement.

Taylor Bohot is a financial advisor at Fulcrum Capital, LLC with CFP® and Series 66 credentials and four years of industry experience. Prior to joining Fulcrum Capital in 2026, he worked at Ameriprise for five years and has a background that includes financial planning specialization at HCL Management, LLC. Fulcrum Capital, LLC is a fee-only, SEC-registered advisory firm serving high-net-worth individuals, trusts, estates, corporations, and charitable organizations. The firm manages approximately $1.07 billion in client assets and employs a range of strategies including fundamental and technical analysis, asset allocation, and option strategies, with a focus on tailored advice and integrating ESG factors when requested.

Janet Welcher is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Fulcrum Capital, LLC since 2015. She is based in Seattle, WA, and works within a team of seven advisors at the firm. Fulcrum Capital, LLC provides tailored investment advisory and portfolio management services primarily to high-net-worth individuals, trusts, estates, corporations, and charitable organizations. The firm employs a mix of fundamental and technical analysis with both long- and short-term strategies, incorporating equities, fixed income, ETFs, and occasionally illiquid investments, while focusing on serving affluent households.

Kathryn Fisher is a CFP® with 18 years of experience in the financial services industry. She has worked at Fulcrum Capital, LLC since 2020 and previously spent 13 years at Moss Adams Securities & Insurance LLC and Moss Adams Wealth Advisors. Fulcrum Capital, LLC provides tailored investment advisory and portfolio management services primarily to high-net-worth individuals, trusts, estates, corporations, and charitable organizations. The firm employs a range of strategies including fundamental and technical analysis, option overlays, and may incorporate ESG factors, focusing on liquid assets while occasionally recommending suitable illiquid investments.

Michelle Mathieu is a CFA® charterholder with 23 years of industry experience. She has been with Fulcrum Capital, LLC since 2017 and previously worked at Rainier Group Investment Advisory LLC from 2010 to 2017. Michelle is based in Seattle, WA. Fulcrum Capital, LLC provides tailored investment advisory and portfolio management services primarily to high-net-worth individuals, trusts, estates, corporations, and charitable organizations. The firm employs both fundamental and technical analysis and utilizes a range of strategies including equities, fixed income, ETFs, and option overlays, with an emphasis on liquidity and occasional use of illiquid investments when appropriate.

Lev Marcus is a CFA® charterholder affiliated with Fulcrum Capital, LLC in Seattle, WA. He has over six years of industry experience, including roles at Merriman Wealth Management and Northern Trust. Prior to his advisory career, he worked at the University of Washington for five years. Fulcrum Capital, LLC provides investment advisory and portfolio management services primarily to high-net-worth individuals, trusts, estates, corporations, and charitable organizations, typically serving clients with a $1 million minimum. The firm employs both fundamental and technical analysis across various asset classes and may incorporate ESG factors in security selection, with a focus on liquid portfolio construction and occasional use of illiquid investments.

Hans Krippaehne is a CFA® charterholder with four years of industry experience. He has worked at Fulcrum Capital, LLC since 2022 and previously held positions at Coldstream Wealth Management and Paracle Advisors. Fulcrum Capital, LLC provides tailored investment advisory and portfolio management services primarily to high-net-worth individuals, trusts, estates, corporations, and charitable organizations. The firm employs a combination of fundamental and technical analysis and uses a variety of strategies including equities, fixed income, ETFs, and option overlays, with an emphasis on portfolio construction around liquid assets.