Fulcrum Capital, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.0B
- Clients
- 329
- Avg AUM / client
- $3.3M
- Accounts
- 667
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 296 | $768M | 71.4% |
| Charitable organizations | 18 | $203M | 18.9% |
| Corporations and other businesses | 15 | $104M | 9.68% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Janet Maria Welcher | Managing Member & Managing Director | CFP | Mar 2015 (11y) | 25% – 50% |
| Michelle Aimee Mathieu | Managing Member & Ceo | CFA | Jan 2017 (10y) | 25% – 50% |
| Kathryn Haggitt Fisher | Chief Wealth Strategist | CFP | Mar 2020 (6y) | Less than 5% |
| Wilkins, Matthew, A | Chief Compliance Officer, Managing Member, Coo | Mar 2021 (5y) | 10% – 25% | |
| Hans Martin Krippaehne | Registered representative | CFA | Feb 2022 (4y) | |
| David Bruce Limoges | Registered representative | CFP | Jul 2025 (1y) | |
| Lev Logan Marcus | Registered representative | CFA | Jan 2026 (1y) | |
| Taylor Nicole Bohot | Registered representative | CFP | Mar 2026 (0y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.1B (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗