Fulcrum Capital, LLC

Overview

Fulcrum Capital, LLC is an independent registered investment adviser established in 2007 that serves both high-net-worth individuals and institutional clients. The firm functions as a capital allocator and offers financial planning, discretionary portfolio management for individuals and businesses, and manager selection services. Its fees are charged as a percentage of assets under management and, in some cases, as fixed fees. Fulcrum identifies as an active ESG investor, and it is structured as a limited liability company owned by an individual. The firm’s activity profile emphasizes blended advisory services: direct portfolio management for households and small businesses, outsourced CIO–style oversight for institutional mandates, and vetting or allocating to third-party managers. Fulcrum has been recognized in the Financial Times’ Top 300 RIA Firms list (2020).

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