Fulcrum Capital LLC
Fulcrum Capital LLC is an independent investment advisory and wealth management firm headquartered in Seattle, Washington. Founded in 2007, the firm provides comprehensive wealth management, investment planning, and custom strategies for high net worth individuals, families, and nonprofit organizations. As of March 2025, Fulcrum Capital manages nearly $1 billion in client assets and employs around 12 people, most of whom are investment professionals. The firm is known for its tailored approach, values-based planning, and expertise in sustainable investment strategies, charitable giving, and legacy planning.
Investment Strategy
Fulcrum Capital LLC focuses on delivering personalized wealth management through dynamic investment strategies aligned with clients' long-term goals and values. The firm's approach centers on building custom portfolios that reflect each client's objectives—whether for sustainable investing, charitable giving, or legacy creation—emphasizing risk management, diversification, and prudent asset allocation. Fulcrum Capital also specializes in strategies for nonprofits, leveraging board expertise to cultivate financial stability and strategic growth. Their investment philosophy prioritizes client engagement, forward-looking planning, and the alignment of investment choices with client aspirations.
Top Holdings
Equity Positions (99)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 8.27% | $39.1M | 78,598 | $162.61 | $497.41 | +$9.6M |
V VO | VANGUARD INDEX FDS | 7.99% | $37.8M | 134,930 | $206.94 | $279.83 | -$8.9M |
A AMZN | AMAZON COM INC | 4.84% | $22.9M | 104,404 | $123.50 | $219.39 | +$3.4M |
N NVDA | NVIDIA CORPORATION | 4.73% | $22.3M | 141,407 | $16.31 | $157.99 | +$3.4M |
A AAPL | APPLE INC | 4.57% | $21.6M | 105,236 | $118.77 | $205.17 | -$11.6M |