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CW
CW

Carolyn Wittmann-Todd

Fulcrum Capital, LLC
11 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Fulcrum Capital, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
251 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$975.9M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.55%
$10.0M - $25.0M0.40%
$25M+0.40%

Fees negotiable above $25,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$20,000

Location

800 West Main Street, Suite 1150, Boise, ID, 83702

Get directions

History

Regulatory History (1)
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Investigation
May 2025
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Fulcrum Capital, LLC
October 2025 - Present · 4 mos
Previous Registrations
The Caprock Group, LLC
May 2025 - October 2025 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2024 - October 2024 · 5 mos
Summit Trail Securities, LLCBroker
October 2019 - February 2024 · 4 yrs 4 mos
Coldstream Wealth Management
May 2019 - September 2019 · 4 mos
Coldstream Securities, INC.Broker
May 2019 - September 2019 · 4 mos
Raymond James & Associates, INC.
September 2018 - May 2019 · 8 mos
Raymond James & Associates, INC.Broker
September 2018 - May 2019 · 8 mos
Robert W. Baird & CO. Incorporated
May 2018 - August 2018 · 3 mos
Robert W. Baird & CO. IncorporatedBroker
May 2018 - August 2018 · 3 mos
Raymond James & Associates, INC.Broker
September 2016 - April 2018 · 1 yr 7 mos
Raymond James & Associates, INC.
September 2016 - April 2018 · 1 yr 7 mos
Deutsche Bank Securities INC.Broker
June 2016 - September 2016 · 3 mos
Deutsche Bank Securities INC.
June 2016 - September 2016 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2015 - May 2016 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2015 - May 2016 · 8 mos
Deutsche Bank Securities INC.Broker
August 2014 - September 2015 · 1 yr 1 mo
Deutsche Bank Securities INC.
August 2014 - September 2015 · 1 yr 1 mo
Janney Montgomery Scott LLCBroker
May 2014 - July 2014 · 2 mos
Janney Montgomery Scott LLC
May 2014 - July 2014 · 2 mos
Janney Montgomery Scott LLC
March 2014 - April 2014 · 1 mo
Janney Montgomery Scott LLCBroker
September 2013 - April 2014 · 7 mos
Nylife Distributors LLCBroker
March 2013 - July 2013 · 4 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.