FULCRUM EQUITY MANAGEMENT, LLC
Adviser information for FULCRUM EQUITY MANAGEMENT, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 851 | $185.9M |
| Non-Discretionary | 0 | $0 |
| Total | 851 | $185.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 535 | $91.7M |
| HNW Individuals | 22 | $80.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | <5 | $9.3M |
| Other investment advisers | <5 | $4.6M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSUB-ADVISORY MANAGEMENT SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 85.5M |
| Both for Same | 100.9M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| FULCRUM EQUITY MANGEMENT | FULCRUM EQUITY MANAGEMENT, LLC |
Identifiers
| SEC RIA File Number | 801-79524 |
|---|---|
| SEC ERA File Number | 801-79524 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 159099 |
| Legal Entity Identifier | None |
Principal Office
5465 LEGACY DR.SUITE 650
PLANO
TX
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 888-304-6942, Fax: 214-296-9353
Chief Compliance Officer
CRAIG ALLEN LOVE
MANAGING MEMBER
5465 LEGACY DR.
SUITE 650
PLANO
TX
United States
Tel:
888-304-6942
Fax:
214-296-9353
C****@************M
(Full email address available in API data)
Regulatory Contact
DEREK SOLIZ
OPERATIONS MANAGER
5465 LEGACY DR.
SUITE 650
PLANO
TX
United States
Tel:
888-304-6942
Fax:
214-296-9353
D*****@************M
(Full email address available in API data)
Industry Affiliates
| BELLWETHER INVESTMENT MANAGEMENT INC. | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LOVE, CRAIG, ALLEN | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 08/2011 | < 5% |
| BELLWETHER INVESTMENT MANAGEMENT USA INC. | Domestic Entity | – | OWNER | 12/2024 | > 75% |
| LORNE PARK CAPITAL PARTNERS INC. | Foreign Entity | BELLWETHER INVESTMENT MANAGEMENT USA INC. | SHAREHOLDER | 12/2022 |