Fulcrum Wealth Management
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 159099
- Registered since
- April 9, 2014
- Website
- www.fulcrumeq.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI54.63%
- Individuals44.52%
- Other Investment Advisers0.59%
- Corporations / Businesses0.25%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fulcrum Wealth Management is an independent, SEC‑registered investment adviser organized as an LLC and operating since 2014. The firm serves a mix of individual and family clients plus institutional relationships, and it markets both financial planning and discretionary portfolio-management services to individuals and small businesses. Its fee model includes percentage‑of‑AUM billing alongside hourly and fixed‑fee arrangements. Service delivery appears traditional and advice‑centric rather than operating as a capital allocator or pension consultant. The firm does not identify as an active ESG investor in the source data. Custody and execution appear outsourced to major custodians rather than to an affiliated broker‑dealer.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds47%
- Exchange Traded Equities33%
- Cash & Cash Equivalents9%
- US Government Bonds7%
- State & Local Bonds3%
Owners & executives
1 of 1Jason Hurta
President, CEOCRD 2970422
Contacts
3 of 4
Craig Love
PresidentCRD 3256421
Debbie Feuer
Registered PrincipalCRD 2784941
Derek Soliz
Investment Adviser RepresentativeCRD 5392815
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 107Active vs passive
$117M in ETFs
86%
$101M
5%
$15.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $12.3M | 74,778 | 10.50% |
Location
Plano, TX
Collin
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 5465 Legacy Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Mytimeequity
RIAPlano, TX
White Rock Oil & Gas Holdings, LLC
RIAPlano, TX
Strategic Financial Planning, Inc.
RIAPlano, TX
Vann Equity Management LLC
RIAPlano, TX
Spectrum Advisors, Inc.
RIAPlano, TX
Tevis Investment Management, LLC
RIAPlano, TX