DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Kathryn Haggitt Fisher
Certified Financial Planner
Feed of 09/14/2026
Also filed as Kathryn Anne Haggitt
At current firm
6 y
since Mar 19, 2020
In the industry
19 y
since Sep 1, 2007 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Fulcrum Capital, LLC independent RIA currentsince Mar 19, 2020 · Seattle, Wa
- Threadline Wealth independent RIAOct 17, 2007 to Feb 25, 2020 · Seattle, Wa
Moves
a registration end followed by a registration begin elsewhere
- Threadline Wealth to Fulcrum Capital, LLCleft Feb 25, 2020, registered Mar 19, 2020 (23 days) · RIA to RIA
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address