Fulcrum Capital Partners, LLC Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Fulcrum Capital Partners began in 2005 as Greenhill Partners.  In 2009 the firm expanded, merged with another firm and renamed the group Fulcrum Capital Partners.  From the beginning the firm has specialized in the design and implementation of retirement plans, executive benefits and exit planning for closely held businesses.

Over the years we began to focus heavily on investment management, estate planning and wealth transfer, and comprehensive financial planning.  Today we continue to serve our business clients, and also serve the many individuals and families employed by our business clients, as well as select families and individuals that come to us from referrals.

Find Fulcrum Capital Partners, LLC employees' phone numbers or email addresses

Fulcrum Capital Partners, LLC Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Fulcrum Capital Partners, LLC's Leadership

  • Stylized image of a person
    R. H.
    Financial Advisor - Managing Partner
    Phone icon
  • Stylized image of a person
    J. G.
    Office Manager
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  • Stylized image of a person
    R. B.
    Financial Representative
    Phone icon

Contact profiles from Fulcrum Capital Partners, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. H.
    Financial Advisor - Managing Partner
    Phone icon
    United StatesNorth Carolina
    Nov 13, 2025
  • Stylized image of a person
    J. G.
    Office Manager
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    R. B.
    Financial Representative
    Phone icon
    United StatesNorth Carolina
    Oct 25, 2025

Frequently Asked Questions

What is Fulcrum Capital Partners, LLC known for?

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Fulcrum Capital Partners, LLC was founded in 2005 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Fulcrum Capital Partners, LLC's company overview page for more information.

What is Fulcrum Capital Partners, LLC's most common email format?

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Fulcrum Capital Partners, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Fulcrum Capital Partners, LLC email formats with LeadIQ.

How many employees does Fulcrum Capital Partners, LLC have currently?

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Fulcrum Capital Partners, LLC has approximately 4 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Fulcrum Capital Partners, LLC's key employees and leadership?

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As of December 2025, Fulcrum Capital Partners, LLC's key employees include:

  • Financial Advisor - Managing Partner: R. H.
  • Office Manager: J. G.
  • Financial Representative: R. B.

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