Fulcrum Equity Management, LLC (Frisco)

Name: Fulcrum Equity Management, LLC
Address: 6170 Research Road, Frisco, TX, 75033
Telephone: 888-304-6942

Fulcrum Equity Management, LLC is a large advisory firm based in Frisco. It manages $354.83 million of regulatory assets for 1,904 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Louisiana, Tennessee, and Texas.

Fulcrum Equity Management provides financial planning services, portfolio management for individuals and small businesses, and sub-advisory management services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fulcrum Equity Management: assets under management

The assets under management (AUM) of Fulcrum Equity Management, LLC is $354.83 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 9568% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $354.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $186.36 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 40% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 40% of the firm’s portfolio. Investments in exchange traded securities form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fulcrum Equity Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Fulcrum Equity Management serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Fulcrum Equity Management is individuals with 1,873 clients and $281.94 million of assets under management. Among the 7 most similar advisory firms, Fulcrum Equity Management has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $354.83 million for 1,904 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Fulcrum Equity Management doesn't advise any private funds.

Careers at Fulcrum Equity Management, LLC

The company employs 9 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Craig Allen Love	Managing member/chief compliance officer	1 Aug 2011	75% - 100%	3256421

Based in Frisco

The principal office where Fulcrum Equity Management, LLC performs its advisory services is located at 6170 Research Road, Frisco, TX 75033 The mailing address of the firm is 5700 Granite Parkway, Plano, TX 75024. An additional office of the firm is in New Braunfels, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 888-304-6942 or by fax 214-296-9353. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at fulcrumeq.com and its LinkedIn profile.