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Chief Wealth Strategist · Fulcrum Capital, LLC

KATHRYN H. Fisher

CRD 5435433 · Named on Form ADV at one SEC-registered adviser

At a glance

Fulcrum Capital, LLC, an SEC-registered wealth manager based in Seattle, WA with $1.1 billion in regulatory assets, lists KATHRYN H. Fisher on its Form ADV as Chief Wealth Strategist.

Firms and roles

  • Fulcrum Capital, LLCChief Wealth StrategistWealth manager · Seattle, WA · $1.1B in regulatory assets

AtlasMembers

KATHRYN’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For KATHRYN’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.