Taylor Nicole Bohot
Investment adviser representative at Fulcrum Capital, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Fulcrum Capital, LLCMar 2026 to now
- Ameriprise Financial Services, LLCNov 2021 to Feb 2026
- University of WashingtonSep 2017 to Oct 2021
- High SchoolSep 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (WA).
Fulcrum Capital, LLC
$1.1BAssets managed
329Clients
7Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7458073
- Firm CRD
- 145322