Fulcrum Capital
Highly Engaged Employees

Q: What is Fulcrum Capital's official website?

Fulcrum Capital's official website is www.fulcrumcapllc.com

Q: What is Fulcrum Capital's Revenue?

Fulcrum Capital's revenue is <$5 Million

Q: What is Fulcrum Capital's NAICS code?

Fulcrum Capital's NAICS: 52,523

Q: How many employees does Fulcrum Capital have?

Fulcrum Capital has 11-50 employees

Q: What industry does Fulcrum Capital belong to?

Fulcrum Capital is in the industry of: Finance , Securities Trading

Q: What is Fulcrum Capital competition?

Fulcrum Capital top competitors include: Fulcrum Wealth Advisors , First Financial Advisors , Westover Capital Advisors , HFG Wealth Management

Q: What technology does Fulcrum Capital use?

Some of the popular technologies that Fulcrum Capital uses are: WordPress.org, PHP, Cloudflare Website Optimization, AppRiver

Q: How do I contact Fulcrum Capital?

Fulcrum Capital contact info: Phone number: (206) 223-9790 Website: www.fulcrumcapllc.com

Q: What does Fulcrum Capital do?

Fulcrum Capital LLC specializes in wealth management, offering tailored strategies that align with clients' goals and values. They provide dynamic solutions for both individual clients and nonprofits, focusing on sustainable investments, charitable giving, and legacy planning. The company emphasizes the importance of understanding clients' perspect... ives to create meaningful financial plans. Their commitment to delivering insights and custom plans aims to elevate the wealth management experience and ensure stability for the future. Read More

Q: Is Fulcrum Capital a public company?

Fulcrum Capital is private company therefore does not currently have an official ticker symbol

Finance · Washington, United States · 11-50 Employees

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Overview

Headquarters

1111 3rd Ave Ste 1880, Seattle, Washingt...

Phone Number

(206) 223-9790

Website

www.fulcrumcapllc.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Fulcrum Capital

Fulcrum Capital LLC specializes in wealth management, offering tailored strategies that align with clients' goals and values. They provide dynamic solutions for both individual clients and nonprofits, focusing on sustainable investments, charitable giving, and legacy planning. The company emphasizes the importance of understanding clients' perspectives to create meaningful financial plans. Their commitment to delivering insights and custom plans aims to elevate the wealth management experience and ensure stability for the future.Explore more

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View contact profiles from Fulcrum Capital

SIC Code 62,628NAICS Code 52,523Show more

Fulcrum Capital Org Chart

Michelle Mathieu

Chief Executive Officer

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Thomas Pickens

Managing Director

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Janet Welcher

Principal, Managing Director

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Daniel Shepherd

Managing Director, Head of Securities

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Borah Wang

Managing Director

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Diego Q.

Vice President

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Viktor Petrus

Vice President - Distressed Debt

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Hans Krippaehne

Director, Investments

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Director, Research & Portfolio Manager

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Director, Research

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fulcrum Capital

<$5M

11-50

Private

<$5M

2007

Michelle MathieuCEO

First Financial Advisors

$6.7M

1-10

Private

1988

Lewis BurgePresident

HFG Wealth Management

<$5M

11-50

Private

<$5M

2008

Larry HarveyFounder & CEO

Fulcrum Wealth Advisors

<$5M

1-10

Private

2013

Shelley KemperManager, Marketing

Westover Capital Advisors

<$5M

1-10

Private

1999

Murray SawyerFounder, President & CEO

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Fulcrum Capital Tech Stack

A closer look at the technologies used by Fulcrum Capital

WordPress.org

Automattic

PHP

Cloudflare Website Optimization

Cloudflare

AppRiver

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Top Finance Companies

Frequently Asked Questions Regarding Fulcrum Capital

What is Fulcrum Capital's official website?

Fulcrum Capital's official website is www.fulcrumcapllc.com

What is Fulcrum Capital's Revenue?

Fulcrum Capital's revenue is <$5 Million

What is Fulcrum Capital's SIC code?

Fulcrum Capital's SIC: 62,628

What is Fulcrum Capital's NAICS code?

Fulcrum Capital's NAICS: 52,523

How many employees does Fulcrum Capital have?

Fulcrum Capital has 11-50 employees

What industry does Fulcrum Capital belong to?

Fulcrum Capital is in the industry of: Finance, Securities Trading

What is Fulcrum Capital competition?

Fulcrum Capital top competitors include: Fulcrum Wealth Advisors, First Financial Advisors, Westover Capital Advisors, HFG Wealth Management

What technology does Fulcrum Capital use?

Some of the popular technologies that Fulcrum Capital uses are: WordPress.org, PHP, Cloudflare Website Optimization, AppRiver

How do I contact Fulcrum Capital?

Fulcrum Capital contact info: Phone number: (206) 223-9790 Website: www.fulcrumcapllc.com

What does Fulcrum Capital do?

What are Fulcrum Capital social media links?

Fulcrum Capital Linkedin page

Is Fulcrum Capital a public company?

Fulcrum Capital is private company therefore does not currently have an official ticker symbol

See more information about Fulcrum Capital

Fulcrum Capital Latest Hires and Their Positions

Fulcrum Capital is expanding and recently hired new employees. Here are the latest additions to the team.

Zachary Novosad

Distressed Debt Intern

Joined Dec 1, 2025

Phone

Lev Marcus

Portfolio Manager

Joined Nov 1, 2025

Phone

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