Fulcrum Equity Partners, INC.: new SEC registration, $1,159M AUM, Atlanta, GA
Fulcrum Equity Partners, INC. (Atlanta, Georgia): new SEC registration, $1,159M AUM, Atlanta, GA. Its amount of 1,159 is top-decile (95th percentile of 1,149 records). Dated 208 days ago, it serves as a historical benchmark. Score 55/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 1,159 · 95th percentile of 1,149 NewRiaPulse records · 8.6x the median
Free preview: all 11 published fields of this record are shown below. Locked: 24 related GA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Fulcrum Equity Partners, INC. |
| Legal name | Fulcrum Equity Partners, INC. |
| CRD | 163489 |
| Status | Approved |
| Registered with the SEC | 2026-04-10 |
| Latest Form ADV filing | 2026-03-12 |
| Location | Atlanta, GA, United States |
| Regulatory AUM | $1,159,310,330 |
| Accounts | 8 |
| Employees | 27 |
| Website | HTTPS://www.FULCRUMEP.COM |
| amount percentile | 95th of 1,149 (median 134, 8.6x median) |
| Peer records CSV (25 GA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-10
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (GA first): Highbrook Capital Partners · Tcp Management LLC · Gridline · San Blas Advisory, INC. · Magellan Planning Group · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Fulcrum Equity Partners, INC. and 25 Georgia peers
- Georgia NewRiaPulse records like this one: 25
- Fulcrum Equity Partners, INC.'s amount: 95th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Georgia peer: $5,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
55 / 100 Score
- $1,159M under management.
- Website on file.
What is the NewRiaPulse record for Fulcrum Equity Partners, INC. in Atlanta, Georgia?
Fulcrum Equity Partners, INC. received SEC registration as an investment adviser (2026-04-10) with $1,159,310,330 in regulatory assets under management, based in Atlanta, GA.
How does Fulcrum Equity Partners, INC. compare to other Georgia NewRiaPulse records?
This is a top-decile record: its amount of 1,159 is 8.6x the median of 134 across 1,149 records. It is 208 days old; check the official source for later updates before acting.
Fulcrum Equity Partners, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Fulcrum Equity Partners, INC. | Atlanta, GA | 1,159 | 95th | 2026-04-10 |
| Wndrco Capital Management LLC | San Francisco, CA | 1,053 | 94th | 2026-08-10 |
| Invision Management, INC. | Chicago, IL | 1,341 | 95th | 2026-08-06 |
| Corrum Capital Management LLC | Charlotte, NC | 1,392 | 95th | 2026-08-20 |
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NewRiaPulse: $1B-$10B NewRiaPulse: records in Georgia NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.