|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Fusion Capital LLC
✚
|
|
|---|---|
| CRD # | 154726 |
| SEC # | 801-110473 |
| CIK # | 0001802955 |
| AUM | $405.4 M (2025-03-05) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 843-972-0065 |
| Address | 1459 Stuart Engals Blvd Mt Pleasant, SC 29464 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.8 | ||
| J P Morgan Chase & Co | 11.6 | ||
| Microsoft Corp | 10.8 | ||
| Lam Research Corp | 9.8 | ||
| Caterpillar Inc | 9.3 | ||
| Bank of America Corp /DE/ | 8.8 | ||
| Cisco Systems Inc | 8.3 | ||
| Exxon Mobil Corp | 8.1 | ||
| Home Depot Inc | 8.0 | ||
| Amgen Inc | 6.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 567 | 165.0 |
| (b) Individuals (high net worth individuals) | 107 | 240.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,809 | 405.4 |
| By Discretionary | ||
| Discretionary | 1,809 | 405.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,809 | 405.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 405.4 | |
| Total | 1,809 | 405.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802955] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Horizon Advisors LLC
✚
|
TX | 0.4 |
|
Asset Planning Corporation
✚
|
TN | 0.4 |
|
Spartan Wealth Advisory Services LLC
✚
|
MI | 0.4 |
|
Fidato Wealth LLC
✚
|
OH | 0.4 |
|
Mitchell & PAHL Private Wealth LLC
✚
|
OK | 0.4 |
|
Alphamark Advisors LLC
✚
|
KY | 0.4 |
|
Coston McIsaac and Partners Inc
✚
|
ME | 0.4 |
|
IVC Wealth Advisors LLC
✚
|
PA | 0.4 |
|
Leslie Global Wealth LLC
✚
|
IL | 0.4 |
|
BCR Wealth Strategies LLC
✚
|
AL | 0.4 |