A complete list of active advisors currently associated with Fulcrum Capital, LLC

Warmer can help you find a great advisor at Fulcrum Capital, LLC or one who fits your needs even better.

Fulcrum Capital, LLC is a fee‑only, SEC‑registered advisory firm that provides discretionary portfolio management and related financial planning services to high‑net‑worth individuals, trusts, estates, corporations and charitable organizations; the firm generally requires a minimum household size of $1 million. The team of nine advisors manages roughly $1.07 billion in client assets (the brochure reports about $1.04 billion discretionary and $31 million non‑discretionary as of year‑end) and may engage sub‑advisors when appropriate. Fulcrum typically implements portfolios using a mix of individual equities, fixed income, ETFs and cash and employs both fundamental and technical analysis, asset allocation, and covered‑call option strategies; the brochure also notes use of structured notes and occasional private placements for suitable clients. The firm exercises discretionary authority under each client’s investment policy statement, integrates ESG factors (including a gender‑lens approach when requested), and emphasizes tailored advice with regular account review and client involvement. Compared with many peers, Fulcrum’s disclosure materials explicitly present historical and hypothetical performance and reference third‑party ratings, and the brochure documents performance results—features the firm advertises that are relatively uncommon among similar team firms. The brochure also notes operational practices related to borrowing and margin (for example, fees are calculated on month‑end custodian pricing “not adjusted by any margin debit”), and the firm’s client base is primarily high‑net‑worth households rather than non‑HNW individual clients.

To learn more about the advisors currently working at Fulcrum Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.