Wealth Manager
    Manages Private Funds

    Smith Company Financial Advisors / Fusion Funds

    Registered investment advisor · Sheridan, Wyoming · CRD #125488

    Assets Under Management
    $400K
    Client Accounts
    2
    Employees
    1
    CRD Number
    125488
    Registration
    STATE Registered

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

    About Smith Company Financial Advisors / Fusion Funds

    Smith Company Financial Advisors / Fusion Funds is a registered investment advisory firm headquartered in Sheridan, Wyoming, managing approximately $400K in regulatory assets across 2 client accounts. The firm's full regulatory record is filed with the SEC under CRD #125488.

    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 Smith Company Financial Advisors / Fusion Funds

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    Frequently Asked Questions

    What is Smith Company Financial Advisors / Fusion Funds's AUM?

    Smith Company Financial Advisors / Fusion Funds reports approximately $400K in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Smith Company Financial Advisors / Fusion Funds headquartered?

    Smith Company Financial Advisors / Fusion Funds is headquartered in Sheridan, Wyoming.

    What is Smith Company Financial Advisors / Fusion Funds's CRD number?

    Smith Company Financial Advisors / Fusion Funds's CRD number is 125488. 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 Smith Company Financial Advisors / Fusion Funds manage?

    Smith Company Financial Advisors / Fusion Funds manages approximately 2 client accounts according to its latest SEC filing.

    Is Smith Company Financial Advisors / Fusion Funds SEC registered?

    Smith Company Financial Advisors / Fusion Funds is registered as a STATE investment adviser.

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