$1.1B Total AUM
$1.0B Disc. AUM
13.3% 3Y CAGR
13 Employees
329 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Momentum vital
- Established Date
- 10-23-2007
- Office Locations
- 2
Office Locations
1111 3RD Avenue Suite 1880 Seattle WA
800 Fifth Avenue Suite 3800 Seattle WA
About Fulcrum Capital, LLC
Fulcrum Capital, LLC is a Seattle-based RIA with 2 offices. The firm has been operating for 18 years. Managing $1.1B in total assets under management, with 8 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
47 AVG AGE
$134.4M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
4.9 yrs AVG TENURE
13 Employees
8 Advisory Reps
8 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Bridge Meridian bridge Capital catalyst Prime alpha Vital
Investment Themes
North timber Catalyst foundation Peak
Investment Vehicles
Fusion
Platform
Capital matrix
Services
Legacy ember Delta prime Glacier meridian Vital insight Eagle Value zenith Focus
Technology
Prime
Owner & Executives
MICHELLE AIMEE MATHIEU
Chief Executive Officer, Managing Member
- CRD
- #2096673
- Ownership
- 25% but less than 50%
(936) 782-1576
catalyst.vertex@embercapital.com
in linkedin.com/in/legacy-catalyst
JANET MARIA WELCHER
Managing Director, Managing Member
- CRD
- #1108316
- Ownership
- 25% but less than 50%
(612) 974-4126
vertex.eagle@pathwaycapital.com
in linkedin.com/in/pathway-alpha
S
Signal wave
Pathway wave zenith
- CRD
- #38258
- Ownership
- 26.0%
(784) 533-2635
crest.signal@vectorcapital.com
in linkedin.com/in/vertex-crest
Showing 2 of 4 owners & executives
Unlock allContacts
T
Taylor Nicole Bohot
--
- CRD
- #7458073
(934) 564-5467
timber.capital@insightcapital.com
in linkedin.com/in/harbor-glacier
Hans Martin Krippaehne
Portfolio Manager
- CRD
- #7510388
(691) 656-9213
frontier.meridian@summitcapital.com
in linkedin.com/in/vital-meridian
P
Peak timber
Capital quantum oak
- CRD
- #62350
(391) 345-2175
signal.ridge@focuscapital.com
in linkedin.com/in/optima-north
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,044,239,128 | $1,647,065 |
| Non-Discretionary | $31,010,918 | $939,725 |
| Total | $1,075,250,046 | $1,612,069 |
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Separately Managed Accounts
Total SMA Asset: $1,075,250,046
Public Funds:
9.5% Equity - Exchange:
23.1% Cash:
18.7% Corporate - Investment Grade:
18.6% Private Funds:
30.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $541,414,695 | 9.5% |
| Equity - Exchange | $1,316,492,573 | 23.1% |
| Cash | $1,065,732,083 | 18.7% |
| Corporate - Investment Grade | $1,060,032,981 | 18.6% |
| Private Funds | $1,715,429,716 | 30.1% |
| Total | $5,699,102,048 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT PATHWAY SUMMIT | VALUE SUMMIT | TUIWJ4QKN | BLY | 7.40% | $11,869,425 |
| FOUNDATION ALPHA MATRIX | VERTEX EMBER | LX6DEG02X | TUA | 1.08% | $76,707,743 |
| ATLAS WAVE HORIZON | VITAL FUSION | PY6F91YFJ | CGU | 0.82% | $21,507,492 |
| SUMMIT EAGLE | EMBER PRIME | KQU3AD7XJ | ROEX | 0.66% | $8,901,119 |
| HORIZON ZENITH | CAPITAL UNISON | EJPFFUBFC | OCH | 6.94% | $80,613,005 |
| ELEMENT FOUNDATION FRONTIER | TIMBER CREST | 3IKNBKYTK | IUEX | 12.13% | $22,435,775 |
| MERIDIAN NORTH MATRIX | EMBER RIDGE | 3ILJALMLM | TVLT | 5.74% | $110,788,771 |
| QUANTUM MERIDIAN MATRIX | VALUE FUSION | BBCZP0054 | SUKJ | 5.81% | $37,177,352 |