# Fulcrum Capital

Fulcrum Capital is a Bank / Wealth / Trust based in Seattle, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Seattle, United States
- **Region:** North America
- **Address:** Seattle, WA, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** fulcrumcapllc.com
- **LinkedIn:** https://www.linkedin.com/company/fulcrum-capital

## Regulatory record

- **CRD number:** 145322
- **SEC file number:** 801-68459
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145322

## About

Fulcrum Capital registered in 2007, filing from its Seattle base as an SEC-registered investment advisor. The firm serves individuals, high-net-worth families, and assorted legal entities, delivering portfolio management on either a discretionary or non-discretionary basis. Its advisory scope spans financial planning, tax strategy, and bespoke asset-allocation work — a service mix typical of wealth-management boutiques rather than institutional allocators. The firm's investment approach centers on constructing and stewarding portfolios for private clients. Disclosed service lines include financial planning and tax advisory alongside direct portfolio management. No public record of closed-end fund vehicles, direct co-investment programs, or club-deal structures is available. The geographic focus remains the Pacific Northwest, with no publicly noted satellite offices. No publicly disclosed asset totals, professional headcount, or named investment principals beyond the firm's regulatory filings are available. Fulcrum does not publish a leadership roster, investment track record, or named portfolio positions. The firm does not appear to sponsor pooled investment vehicles, nor does it maintain a philanthropic foundation or affiliated operating entity visible in public records. Fulcrum's structural differentiation lies in its hybrid posture: it is neither a single-family office dedicated to one wealth creator nor a platform aggregating dozens of multi-billion-dollar families. It occupies the middle lane — an RIA serving multiple high-net-worth clients with a planning-heavy, tax-aware model, common among Seattle's private-wealth ecosystem but rarely visible to institutional allocators.

## Questions

### How does Fulcrum Capital source investment opportunities for its clients?

As a wealth advisory practice offering portfolio management, Fulcrum does not engage in proprietary deal origination. The firm builds client portfolios using publicly available securities, funds, and managed products rather than sourcing private-market transactions. There is no public record of a direct-investment program or in-house deal team.

### What does Fulcrum Capital's client base look like?

The firm advises individuals, high-net-worth individuals, and assorted legal entities, per its SEC filing. Both discretionary and non-discretionary accounts are offered. The firm's Seattle base and Pacific Northwest focus suggest a regional, relationship-driven client roster, though no client list or minimum-account threshold is publicly stated.

### What is Fulcrum Capital's regulatory posture?

Fulcrum Capital is registered with the SEC as a registered investment advisor, a status that places it under federal fiduciary standards. RIAs owe a duty of care and loyalty to advisory clients, and Fulcrum's disclosures indicate it offers services on both a discretionary and non-discretionary basis, subject to standard SEC examination and reporting requirements.

## Related profiles

- [Fukushima Bank](https://altss.com/profile/fukushima-bank)
- [Fulcrum Wealth Systems](https://altss.com/profile/fulcrum-wealth-systems)

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Last updated: 2026-06-03T20:00:00.000Z

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