SourcingSourcing

FULCRUM EQUITY PARTNERS, INC.

C31
CRD 163489·SEC 801-135822·ATLANTA, GA
AUM
$1.16B
$1B+
Est. Revenue
$11.6M
@ 1% on AUM
Est. EBITDA
$3.5M
@ 30% margin
Est. Deal Value
$27.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FULCRUM EQUITY PARTNERS, INC.
CRD
163489
SEC file #
801-135822
EIN
364695174
DBA names
—

Economics

AUM
$1.16B
AUM band
$1B+
AUM trajectory
—
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
27
Advisory staff (per ADV)
16
Advisory staff (5-yr trend)
—
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
fulcrumep.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MUIR, JEFFREY, S
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
MUIR, JEFFREY, S
DALTON, FRANK, X
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FULCRUMEP.COM
Rdap Domain Creation Date
2010-09-20T16:40:50Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001521152
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2011-05-24
Edgar Last Filing Date
2013-07-16
Edgar Form D Count
3
Edgar Form D Offerings
2013-07-162013-07-16 · 0001544824-13-000042
2011-07-222011-07-22 · 0001521152-11-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
GLENRIDGE HIGHLANDS ONE5555 GLENRIDGE CONNECTOR, SUITE 930ATLANTA, GA 30342
Business
GLENRIDGE HIGHLANDS ONE5555 GLENRIDGE CONNECTOR, SUITE 930ATLANTA, GA 30342
Edgar EIN
364695174
Edgar Recent Filings
D/A2013-07-16 · 0001544824-13-000042
D/A2011-07-22 · 0001521152-11-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-09-20T16:40:50Z
Rdap Domain Last Changed
2025-08-21T09:39:47Z
Rdap Nameservers
Dns101.register.comDns102.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
6047925
Trust Company Affiliate
No

People (7)

7
MUIR, JEFFREY, S
Direct Owner · 62.5%
6047925
DALTON, FRANK, X
Direct Owner · 17.5%
6047929
GREER, THOMAS, L
Direct Owner · 17.5%
4348178
Douglass, James
Executive Officer · 2.5%
6772864
GEIGER, AMY, E
Executive Officer · 2.5%
8235597
HOOKER, CHAD, THOMAS
Executive Officer · 2.5%
6119666
LEWIS, PHILIP, AUSTIN
Executive Officer · 2.5%
5379608