{
  "crd_number": 163489,
  "slug": "fulcrum-equity-partners-inc-atlanta-ga-163489",
  "primary_business_name": "FULCRUM EQUITY PARTNERS, INC.",
  "legal_name": "FULCRUM EQUITY PARTNERS, INC.",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-04-10",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-03-12",
  "carried_forward": false,
  "raum_total": 1159310330.0,
  "raum_discretionary": 1159310330.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 27,
  "advisory_employees": 16,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 1159310330.0,
      "count": 8
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "GA"
  ],
  "websites": [
    "https://fulcrumep.com",
    "https://linkedin.com/company/fulcrum-equity-partners",
    "https://youtube.com/@fulcrumequitypartners561"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/163489",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/fulcrum-equity-partners-inc-atlanta-ga-163489",
  "display_name": "Fulcrum Equity Partners, Inc.",
  "summary": "Fulcrum Equity Partners, Inc. is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2026, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 12, 2026.",
  "citation": "AdvisorCensus. Fulcrum Equity Partners, Inc. (CRD 163489): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Fulcrum Equity Partners, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Fulcrum Equity Partners, Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Fulcrum Equity Partners, Inc. located?",
      "a": "Fulcrum Equity Partners, Inc.'s principal office is in Atlanta, GA, according to its Form ADV."
    },
    {
      "q": "Is Fulcrum Equity Partners, Inc. registered with the SEC or a state?",
      "a": "Fulcrum Equity Partners, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 163489."
    },
    {
      "q": "How much does Fulcrum Equity Partners, Inc. manage?",
      "a": "Fulcrum Equity Partners, Inc. reports $1,159,310,330 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Fulcrum Equity Partners, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8)."
    },
    {
      "q": "Does Fulcrum Equity Partners, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/163489"
    },
    {
      "q": "Does Fulcrum Equity Partners, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 11, 2026 says: \"Generally, each Fund requires a minimum commitment of $500,000, but such amount may be waived by the Fund Manager, subject to applicable legal requirements.\""
    },
    {
      "q": "What changed in Fulcrum Equity Partners, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-03-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1159310330.0,
      "total_employees": 27,
      "filing_date": "2026-03-12"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 11, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Generally, each Fund requires a minimum commitment of $500,000, but such amount may be waived by the Fund Manager, subject to applicable legal requirements."
        ]
      }
    ],
    "quotes": [
      "Generally, each Fund requires a minimum commitment of $500,000, but such amount may be waived by the Fund Manager, subject to applicable legal requirements."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/fulcrum-equity-partners-inc-atlanta-ga-163489.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 1159310330.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/163489",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}