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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Fulcrum Equity Management have?","answer":"Fulcrum Equity Management has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Fulcrum Equity Management invest in?","answer":"At the end of its last fiscal year, Fulcrum Equity Management’s separately managed accounts held 47% registered funds (mutual funds, ETFs, BDCs), 33% exchange-traded equities, 9% cash and equivalents, 7% U.S. government and agency bonds, 3% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Fulcrum Equity Management?","answer":"Fulcrum Equity Management’s direct owner is Bellwether Investment Management USA Inc. 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