Michelle Aimee Mathieu
Investment Adviser Representative at Fulcrum Capital, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michelle Aimee Mathieu is an investment adviser representative with Fulcrum Capital, LLC in Seattle, WA, where they have been registered since 2017. They have worked in the securities industry since 2002 and have been registered with 3 firms, including The Rainier Group, Inc. and Perkins COIE Capital Management. They are registered to provide investment advice in Texas and Washington.
Registrations & licenses
- Investment adviser:
- Texas, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Rainier Group Investment Advisory LLCNov 2010 – Jan 2017Bellevue, WA
- Fulcrum Capital, LLCJan 2017 – no end date reportedSeattle, WA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Fulcrum Capital, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
- Zero to $2,000,0001.00%
- $2,000,000 to $5,000,0000.70%
- $5,000,000 to $10,000,0000.55%
- $10,000,000 to $25,000,0000.40%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Seattle, WA
- SEC file number:
- 801-68459
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 25, 2026
View full firm profileOther advisors at Fulcrum Capital, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michelle Aimee Mathieu has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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