New Braunfels, TX Office

Fulcrum Equity Management, LLC provides discretionary portfolio management, financial planning and consulting to individual clients (including high-net-worth individuals), employee benefit plans, and other registered investment advisers. The firm also offers sub‑advisory services to unaffiliated primary investment advisers and serves as the sponsor of a wrap fee program.

The firm builds individualized strategies using client questionnaires and ongoing reviews, employing fundamental and technical analysis, long‑ and short‑term purchases, ETFs, mutual funds and direct indexing, and it monitors and rebalances accounts as appropriate. When acting as a sub‑advisor, Fulcrum delivers model strategies for Primary Investment Advisers to implement and retains fiduciary responsibilities for rollover and plan‑related advice under ERISA guidance.

Noteworthy features disclosed in the brochure include a corporate affiliation with Bellwether Investment Management and ownership by a U.S. subsidiary of Lorne Park Capital Partners Inc., and the firm’s dual role as both a wrap‑fee program sponsor and as a manager for other advisers’ client accounts. The brochure also highlights the firm’s ability to recommend alternative investments, its insurance‑licensing of some representatives, and its use of referral arrangements—details that can affect conflicts of interest and client disclosure.