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It charges a $20K annual minimum fee.","source":"FULCRUM CAPITAL, LLC ADV PART 2A 03.19.2026, filed 25 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Fulcrum Capital?","answer":"Fulcrum Capital’s direct owners are Janet Welcher, Michelle Mathieu, Matthew Wilkins and Kathryn Fisher, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Fulcrum Capital get paid?","answer":"Fulcrum Capital is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Fulcrum Capital registered with the SEC?","answer":"Yes, Fulcrum Capital has been registered with the SEC as an investment adviser since 23 October 2007. 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