Wealth Manager
    SEC Registered

    Fusion Capital, LLC

    Registered investment advisor · Mt. Pleasant, South Carolina · CRD #154726

    Assets Under Management
    $492M
    Client Accounts
    1,804
    Employees
    6
    CRD Number
    154726
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Fusion Capital, LLC

    Fusion Capital, LLC is an investment advisory firm offering portfolio management, asset allocation, risk monitoring, and financial planning services to a diverse clientele in the United States. The firm manages over $400 million in assets and assists clients with optimizing their investment portfolios.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Fusion Capital, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Fusion Capital, LLC's AUM?

    Fusion Capital, LLC reports approximately $492M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Fusion Capital, LLC headquartered?

    Fusion Capital, LLC is headquartered in Mt. Pleasant, South Carolina.

    What is Fusion Capital, LLC's CRD number?

    Fusion Capital, LLC's CRD number is 154726. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Fusion Capital, LLC manage?

    Fusion Capital, LLC manages approximately 1,804 client accounts according to its latest SEC filing.

    Is Fusion Capital, LLC SEC registered?

    Yes, Fusion Capital, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in South Carolina

    Lpl Financial LLC
    Fort Mill, SC · $819.1B AUM
    Greystar Investment Group, LLC
    Charleston, SC · $36.5B AUM
    Lpl Enterprise, LLC
    Fort Mill, SC · $24.9B AUM
    Apollon Wealth Management, LLC
    Mount Pleasant, SC · $11.6B AUM
    Southstate Private Capital Management LLC
    Columbia, SC · $5B AUM
    Performa Limited (US), LLC
    Charleston, SC · $4.5B AUM
    See all top RIA firms in South Carolina →

    Research firms like Fusion Capital, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial