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TB

Taylor N. Bohot

FULCRUM CAPITAL
Seattle, WA 98104
Some features on this profile are disabled
CRD#: 7458073
TB

Professional summary

Taylor Nicole Bohot, who also goes by Taylor Bohot, is a registered financial advisor currently at FULCRUM CAPITAL, LLC located in Seattle, Washington.

Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Taylor has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Taylor Bohot

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor Nicole Bohot's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 12, 2026 - Present

FULCRUM CAPITAL, LLC

Office #1: 800 Fifth Avenue Suite 3800, Seattle, WA 98104
RIA
CRD#: 145322
Seattle, WA
Past

April 12, 2022 - February 27, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
SEATTLE, WA
Past

March 8, 2022 - February 27, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
SEATTLE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FC
FULCRUM CAPITAL, LLC
FULCRUM CAPITAL, LLC | K & J INVESTMENTS

CRD#: 145322 / SEC#: 801-68459

RIA
Registered Investment Advisory firm - (10/23/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Washington
(3/12/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/8/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/8/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/24/2022
Securities Industry Essentials Examination

Current Firm

FC
FULCRUM CAPITAL, LLC
FULCRUM CAPITAL, LLC | K & J INVESTMENTS

CRD#: 145322 / SEC#: 801-68459

RIA
Registered Investment Advisory firm - (10/23/2007 Approved)
PREMIUM
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Contact information

Main Address
800 Fifth Avenue Suite 3800, Seattle, WA 98104
Mailing Address
Phone number
(206) 223-9790
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FULCRUM CAPITAL, LLC ADV 2A 03.14.2025 (3/19/2025)

Regulatory assets under management

Total Number of Accounts632
AUM (Assets Under Management)$ 975,924,657

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FULCRUM CAPITAL, LLC

CRD#: 145322Seattle, WA 98104

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