# FULCRUM CAPITAL, LLC

FULCRUM CAPITAL, LLC of SEATTLE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 145322
- Type: SEC-registered investment adviser
- SEC file number: 801-68459
- Location: 800 FIFTH AVENUE, SUITE 3800, SEATTLE, WA, 98104
- Phone: 206-223-9790
- Latest filing: 2026-03-25
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.0B
- Non-discretionary AUM: $31.0M
- Clients: 13
- Accounts: 667

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Janet Maria Welcher | MANAGING MEMBER & MANAGING DIRECTOR | — |
| Michelle Aimee Mathieu | MANAGING MEMBER & CEO | — |
| Matthew A Wilkins | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, COO | — |
| Kathryn Haggitt Fisher | CHIEF WEALTH STRATEGIST | — |
| JOHNSON DARCY BERUBE | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, ELECTED MANAGER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER; CHIEF EXECUTIVE OFFICER, ELECTED MANAGER (+3 more) | — |
| KUEHN ROBERT C | PRINCIPAL; PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| OHASHI ROSS WARREN | CHIEF COMPLIANCE OFFICER | — |
| WELCHER JANET MARIA | MANAGING MEMBER; MANAGING MEMBER & MANAGING DIRECTOR; MEMBER (+1 more) | — |
| KUEHN ROBERT CARL | CHIEF INVESTMENT OFFICER, ELECTED MANAGER; ELECTED MANAGER; MEMBER | — |
| MATHIEU MICHELLE AIMEE | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER & MANAGING MEMBER; MANAGING MEMBER (+1 more) | — |
| Wilkins Matthew A | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, COO | — |
| Fisher KATHRYN HAGGITT | CHIEF WEALTH STRATEGIST | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145322/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145322/similar
- Related entities: https://search.stillhousedata.com/firm/145322/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145322

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.