What is Fulcrum Securities's NAICS code?

Fulcrum Securities's NAICS code is 52 (Finance and Insurance).

Insights

Boutique scale Fulcrum Securities is a small to mid-sized broker-dealer with 11-50 employees and revenue in the 25M-50M range, indicating a nimble firm that may be seeking targeted technology, compliance, and service enhancements to scale efficiently without large enterprise constraints.

Cloud and digital Tech stack includes AWS and modern web technologies (Ruby on Rails, PHP, Lua, jQuery) along with analytics tools, suggesting opportunity to upsell advanced cloud solutions, data analytics, cybersecurity, and vendor-managed hosting or cloud optimization services.

Regulatory alignment Fully disclosed clearing through Pershing and affiliation with an SEC-registered advisor signals emphasis on regulatory compliance, risk controls, and governance; potential sales angle around AML/KYC automation, compliance software, and advisor-aligned custody solutions.

Geographic footprint Offices in multiple U.S. financial hubs (St. Louis, McLean, Reston, New York, Radnor) present cross-market opportunities for regional to national solutions, including sales coverage, client onboarding efficiency, and regional marketing partnerships.

Competitive landscape With comparable peers in the 1B-10B revenue range, Fulcrum Securities operates in a competitive space; this highlights a need for differentiated offerings such as specialized wealth tech, performance analytics, or client experience platforms to attract and retain advisory clients.

Similar companies to Fulcrum Securities

Fulcrum Securities Tech Stack

Fulcrum Securities uses 8 technology products and services including Amazon Web Services, WordPress, Afternic, and more. Explore Fulcrum Securities's tech stack below.

Amazon Web Services
Cloud Hosting
WordPress
Content Management System
Afternic
E-commerce
jQuery
Javascript Libraries
PHP
Programming Languages
Ruby
Programming Languages
Lua
Programming Languages
Ruby on Rails
Web Frameworks

Fulcrum Securities's Email Address Formats

Fulcrum Securities uses at least 1 format(s):

Fulcrum Securities Email Formats	Example	Percentage
First@fulcrumsecurities.com	John@fulcrumsecurities.com	36%
First.Last@fulcrumsecurities.com	John.Doe@fulcrumsecurities.com	28%
FL@fulcrumsecurities.com	JD@fulcrumsecurities.com	18%
FirstL@fulcrumsecurities.com	JohnD@fulcrumsecurities.com	18%

Frequently Asked Questions

What is Fulcrum Securities's phone number?

You can contact Fulcrum Securities's main corporate office by phone at

+1-314-336-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Fulcrum Securities's official website and social media links?

Fulcrum Securities's official website is fulcrumsecurities.com and has social profiles on LinkedIn.

How much revenue does Fulcrum Securities generate?

As of July 2026, Fulcrum Securities's annual revenue is estimated to be $25M - $50M.

What is Fulcrum Securities's SIC code NAICS code?

Fulcrum Securities's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Fulcrum Securities have currently?

As of July 2026, Fulcrum Securities has approximately 20 employees across 1 continents, including North America. Key team members include Chief Compliance Officer: C. L.Vice President Investments: L. C.President: D. M.. Explore Fulcrum Securities's employee directory with LeadIQ.

What industry does Fulcrum Securities belong to?

Fulcrum Securities operates in the Financial Services industry.

What technology does Fulcrum Securities use?

Fulcrum Securities's tech stack includes Amazon Web ServicesWordPressAfternicjQueryPHPRubyLuaRuby on Rails.

What is Fulcrum Securities's email format?

Fulcrum Securities's email format typically follows the pattern of First@fulcrumsecurities.com. Find more Fulcrum Securities email formats with LeadIQ.

When was Fulcrum Securities founded?

Fulcrum Securities was founded in 2004.

Fulcrum Securities

Q: How many employees does Fulcrum Securities have currently?

Fulcrum Securities has approximately 20 employees.

Financial ServicesMissouri, United States11-50 Employees

Fulcrum Securities is a financial services firm that operates as a full-service broker-dealer. It is headquartered in St. Louis, Missouri, and maintains additional offices in McLean, VA; Reston, VA; New York, NY; and Radnor, PA. The firm clears its broker-dealer activities through Pershing, LLC on a fully disclosed basis, and it is affiliated with Fulcrum Advisory Services, LLC, an SEC-registered investment adviser.

The business combines brokerage services with an affiliated advisory entity, indicating a dual capability in execution and advisory support for professional market participants. With its headquarters in St. Louis and a multi-office footprint in Virginia, New York, and Pennsylvania, the firm serves clients across several major markets. In this context, the firm operates as a relatively small to mid-sized participant within the financial services landscape.