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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

FULCRUM CAPITAL, LLC

CRD 145322

SEATTLE, WA

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Search this name across graphsid dfx:ria:aff3be07-40fd-84de-2dfe-99769d5e5354

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 9
On other graphs: 1
Observed: Mar 6, 2012 to Mar 25, 2026
29 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Fulcrum Capital, LLC

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.71 fund_share=0.0 institutional_share=0.19 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.0B
Private client RAUM: $768MderivedItem 5.D individuals plus high net worth individuals
Private client share: 71%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $154Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 667
High net worth clients: 296
Custody, client assets: $3.4M
SEC number: 801-68459
CRD: 145322
Filings on the tape: 29
First filed: Mar 6, 2012
Latest filed: Mar 25, 2026
Organised: Limited Liability Company, WA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JANET MARIA WELCHER	Certified Financial Planner	SEATTLE, WA	11	25	2	no
MICHELLE AIMEE MATHIEU	Chartered Financial Analyst	Seattle, WA	9	24	2	no
KATHRYN HAGGITT Fisher	Certified Financial Planner	SEATTLE, WA	6	19	1	no
Hans Martin Krippaehne	Chartered Financial Analyst	SEATTLE, WA	4	12	n/a	no
David Bruce Limoges	Certified Financial Planner	SEATTLE, WA	1	12	1	no
Lev Logan Marcus	Chartered Financial Analyst	SEATTLE, WA	0	13	n/a	no
Taylor Nicole Bohot	Certified Financial Planner	SEATTLE, WA	0	13	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MATHIEU, MICHELLE, AIMEE	MANAGING MEMBER & CEO	C	yes	01/2022	Mar 25, 2026	Mar 25, 2026
WELCHER, JANET, MARIA	MANAGING MEMBER & MANAGING DIRECTOR	C	yes	04/2015	Mar 25, 2026	Mar 25, 2026
Wilkins, Matthew, A	CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, COO	B	yes	03/2021	Mar 25, 2026	Mar 25, 2026
Fisher, KATHRYN, HAGGITT	CHIEF WEALTH STRATEGIST	Na	no	01/2024	Feb 7, 2024	Mar 15, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$1.1B	$1.0B	13	8	0	n/a	n/a
2024	Mar 19, 2025	$976M	$945M	12	7	0	n/a	n/a
2023	Mar 15, 2024	$847M	$810M	11	8	0	n/a	n/a
2022	Mar 27, 2023	$746M	$718M	12	8	0	n/a	n/a
2021	Mar 28, 2022	$910M	$852M	12	8	0	n/a	n/a
2020	Mar 29, 2021	$695M	$647M	10	7	0	n/a	n/a
2019	Mar 30, 2020	$576M	$518M	9	7	0	n/a	n/a
2018	Mar 27, 2019	$419M	$377M	7	6	0	n/a	n/a
2017	Mar 29, 2018	$479M	$425M	7	6	0	n/a	n/a
2016	Feb 9, 2017	$278M	$228M	6	6	n/a	n/a	n/a
2015	Jan 27, 2016	$230M	$191M	5	5	n/a	n/a	n/a
2014	Feb 13, 2015	$248M	$193M	3	3	n/a	n/a	n/a
2013	Feb 11, 2014	$226M	$180M	3	3	n/a	n/a	n/a
2012	Feb 15, 2013	$180M	$180M	3	3	n/a	n/a	n/a
2011	Mar 6, 2012	$161M	$134M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$976M	10.2%	$746M	12.9%	13	12	0	0

Relationships

Registered with (13)

← Taylor Nicole BohotAdvisorregistration: current employment
Mar 12, 2026 to presentfactForm ADV
← Lev Logan MarcusAdvisorregistration: current employment
Jan 7, 2026 to presentfactForm ADV
← David Bruce LimogesAdvisorregistration: current employment
Jul 15, 2025 to presentfactForm ADV
← Hans Martin KrippaehneAdvisorregistration: current employment
Feb 27, 2022 to presentfactForm ADV
← KATHRYN HAGGITT FisherAdvisorregistration: current employment
Mar 19, 2020 to presentfactForm ADV
← MICHELLE AIMEE MATHIEUAdvisorregistration: current employment
Jan 14, 2017 to presentfactForm ADV
← JANET MARIA WELCHERAdvisorregistration: current employment
Mar 12, 2015 to presentfactForm ADV
← BRANDER LEE RICHMONDAdvisorregistration: previous registration
Aug 26, 2022 to Aug 4, 2025factForm ADV
← Adam HicksAdvisorregistration: previous registration
May 5, 2022 to May 15, 2025factForm ADV
← Jeremy Robert WilliamsonAdvisorregistration: previous registration
Jan 19, 2023 to Jan 7, 2025factForm ADV
← ALISSA JESS WRIGHTAdvisorregistration: previous registration
Aug 11, 2021 to Jan 18, 2023factForm ADV
← John Robert RichmondAdvisorregistration: previous registration
Aug 1, 2019 to Sep 9, 2022factForm ADV
← James Howard DockensAdvisorregistration: previous registration
Nov 3, 2015 to Jun 12, 2017factForm ADV

Controls (3)

← WELCHER, JANET, MARIAOwnerMANAGING MEMBER & MANAGING DIRECTOR, ownership code C, individual
Jan 27, 2016 to Mar 15, 2024factForm ADV
← MATHIEU, MICHELLE, AIMEEOwnerMANAGING MEMBER & CEO, ownership code C, individual
Sep 27, 2017 to Mar 15, 2024factForm ADV
← Wilkins, Matthew, AOwnerCHIEF COMPLIANCE OFFICER, MANAGING MEMBER, COO, ownership code B, individual
Mar 29, 2021 to Mar 15, 2024factForm ADV

Owns (1)

← Fisher, KATHRYN, HAGGITTOwnerCHIEF WEALTH STRATEGIST, ownership code NA, individual
Feb 7, 2024 to Mar 15, 2024factForm ADV

Dated events

Occurred
Aug 4, 2025
Advisor changed firm
Brander Lee Richmond left Fulcrum Capital, Llc for First Washington Corporation (registered 2025-09-15)
Form ADVobserved 4 days ago
Occurred
May 15, 2025
Advisor changed firm
Adam Hicks left Fulcrum Capital, Llc for Empower Advisory Group, Llc (registered 2025-06-08)
Form ADVobserved 4 days ago
Occurred
Jan 7, 2025
Advisor changed firm
Jeremy Robert Williamson left Fulcrum Capital, Llc for Commonwealth Financial Network (registered 2024-12-21)
Form ADVobserved 4 days ago
Occurred
Feb 7, 2024
Control person left
Berube Darcy Johnson (Managing Member) no longer on Schedule A of Fulcrum Capital, Llc (listed 2023-03-27, absent 2024-02-07)
Form ADVobserved 4 days ago
Occurred
Jan 18, 2023
Advisor changed firm
Alissa Jess Wright left Fulcrum Capital, Llc for Coldstream Wealth Management (registered 2023-02-01)
Form ADVobserved 4 days ago
Occurred
Sep 9, 2022
Advisor changed firm
John Robert Richmond left Fulcrum Capital, Llc for Alliancebernstein L.P. (registered 2023-01-24)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2022
Regulatory AUM changed
Fulcrum Capital, Llc reported RAUM $909.8M, up 31% from $694.8M (2022-02-11 to 2022-03-28)
Form ADVobserved 4 days ago
$215M
Occurred
Mar 29, 2021
Control person joined
A Matthew Wilkins (Chief Compliance Officer) appeared on Schedule A of Fulcrum Capital, Llc
Form ADVobserved 4 days ago
Occurred
Mar 30, 2020
Regulatory AUM changed
Fulcrum Capital, Llc reported RAUM $575.8M, up 38% from $418.6M (2019-05-01 to 2020-03-30)
Form ADVobserved 4 days ago
$157M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aff3be07-40fd-84de-2dfe-99769d5e5354
First observed: Mar 6, 2012
Last observed: Mar 25, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FULCRUM CAPITAL, LLC

CRD 145322

SEATTLE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:aff3be07-40fd-84de-2dfe-99769d5e5354

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:00 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JANET MARIA WELCHER

Certified Financial Planner

SEATTLE, WA

MICHELLE AIMEE MATHIEU

Chartered Financial Analyst

Seattle, WA

KATHRYN HAGGITT Fisher

Certified Financial Planner

SEATTLE, WA

Hans Martin Krippaehne

Chartered Financial Analyst

SEATTLE, WA

n/a

David Bruce Limoges

Certified Financial Planner

SEATTLE, WA

Lev Logan Marcus

Chartered Financial Analyst

SEATTLE, WA

n/a

Taylor Nicole Bohot

Certified Financial Planner

SEATTLE, WA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MATHIEU, MICHELLE, AIMEE

MANAGING MEMBER & CEO

yes

01/2022

Mar 25, 2026

WELCHER, JANET, MARIA

MANAGING MEMBER & MANAGING DIRECTOR

yes

04/2015

Mar 25, 2026

Wilkins, Matthew, A

CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, COO

yes

03/2021

Mar 25, 2026

Fisher, KATHRYN, HAGGITT

CHIEF WEALTH STRATEGIST

01/2024

Feb 7, 2024

Mar 15, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$1.1B

$1.0B

n/a

2024

Mar 19, 2025

$976M

$945M

n/a

2023

Mar 15, 2024

$847M

$810M

n/a

2022

Mar 27, 2023

$746M

$718M

n/a

2021

Mar 28, 2022

$910M

$852M

n/a

2020

Mar 29, 2021

$695M

$647M

n/a

2019

Mar 30, 2020

$576M

$518M

n/a

2018

Mar 27, 2019

$419M

$377M

n/a

2017

Mar 29, 2018

$479M

$425M

n/a

2016

Feb 9, 2017

$278M

$228M

n/a

2015

Jan 27, 2016

$230M

$191M

n/a

2014

Feb 13, 2015

$248M

$193M

n/a

2013

Feb 11, 2014

$226M

$180M

n/a

2012

Feb 15, 2013

$180M

n/a

2011

Mar 6, 2012

$161M

$134M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

$976M

10.2%

$746M

12.9%