Fulcrum Equity Management, Llc
- Regulatory AUM
- $193M
- Discretionary
- $193M
- Clients
- 487
- Avg AUM / client
- $396K
- Accounts
- 741
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 461 | $85.8M | 44.5% |
| High net worth individuals | 23 | $105M | 54.6% |
| Other investment advisers | 1 | $1.1M | 0.59% |
| Corporations and other businesses | 2 | $479K | 0.25% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Craig Allen Love | Managing Member/Chief Compliance Officer | Aug 2011 (15y) | Less than 5% | |
| Derek B Soliz | Registered representative | Jul 2015 (11y) | ||
| Jason Edward Hurta | Registered representative | Jan 2019 (8y) | ||
| Debbie Louise Feuer | Registered representative | Apr 2019 (7y) | ||
| Michael Edward Sylvester | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bellwether Investment Management Usa Inc. | Owner | Dec 2024 | A | 75% or more |
| Lorne Park Capital Partners Inc. | Shareholder | Dec 2022 | B | GP / trustee / elected manager of Bellwether Investment Management Usa Inc. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/14/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $154M (80% of AUM) Jul 2026
- Fidelity Brokerage Services $31.8M (16% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗