Best Investors Account Sign in
Inactive

Lev Logan Marcus

Fulcrum Capital, LLC

Seattle, WA

CRD 6807172

Claim This Profile
Employer firm

Fulcrum Capital, LLC CRD 145322

$1.08B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Fulcrum Capital, Llc

800 Fifth Avenue Suite 3800, Seattle, WA 98104 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-01-07
  • WA RA
    APPROVED
    Since 2026-01-07

Branch Locations

800 Fifth Avenue Suite 3800, Seattle, WA 98104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fulcrum Capital, Llc Seattle WA 11/2025 Present
Merriman Wealth Managment Seattle WA 09/2019 11/2025
Northern Trust Seattle WA 07/2019 09/2019
Parametric Portfolio Associates Seattle WA 07/2018 07/2019
University Of Washington Seattle WA 09/2013 06/2018
Parametric Portfolio Associates Seattle WA 07/2017 09/2017
  • 11/2025 → Present
    Fulcrum Capital, Llc
    Seattle, WA
  • 09/2019 → 11/2025
    Merriman Wealth Managment
    Seattle, WA
  • 07/2019 → 09/2019
    Northern Trust
    Seattle, WA
  • 07/2018 → 07/2019
    Parametric Portfolio Associates
    Seattle, WA
  • 09/2013 → 06/2018
    University Of Washington
    Seattle, WA
  • 07/2017 → 09/2017
    Parametric Portfolio Associates
    Seattle, WA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

KLAKNA GROUP LTD
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC
MADISON PARK CAPITAL ADVISORS, LLC

Nearby Investors

JOHN DAVID ALBERG
JEFFREY ALAN MULLEN
CHRIS DARRYL FEATHERSTONE

Nearby Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA

More in Seattle, WA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor