Adam
Hicks
Fulcrum Capital, LLC
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About this Advisor
Adam Hicks is a certified financial planner based out of Seattle, Washington with 1 year of relevant experience. Hicks is on the advisory team at Fulcrum Capital, LLC. Their career trajectory has included roles at Tci Wealth Advisors, Inc, Klondex Moning, Democrat Printing And Lithographing Co, Cabot High School, Arkansas State University and Fulcrum Capital, LLC. Hicks can work in Washington. Fulcrum Capital, LLC is a company that has its headquarters in Seattle, WA. It administers $746 million in assets across its 502 customer accounts, placing it among the larger firms in the United States by assets under management. The firm provides services to 14 charities and foundations. Of its 502 customer accounts, 89% are held by high-net-worth investors who have at least $1 million in investable assets. The advisory firm offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules usually depend on the services offered. Fees charged by Fulcrum Capital, LLC most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fulcrum Capital, LLC Brokerage Details
$746,266,303
12
502
$1,486,586
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Adam Hicks Work History
Adam has been registered as a financial advisor for 1 years.*
Fulcrum Capital, LLC
Tci Wealth Advisors, Inc
Klondex Moning
Democrat Printing And Lithographing Co
Arkansas State University
Cabot High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Hicks to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fulcrum Capital, LLC
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
