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Fusion Capital LLC
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CRD # | 154726 |
SEC # | 801-110473 |
CIK # | 0001802955 |
AUM | $359.7 MM (2024-03-18) |
Employees | 6 (67% Investors, 0% Brokers) |
Phone | 843-972-0065 |
Address | 1459 Stuart Engals Blvd Mt Pleasant, SC 29464 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 17.9 | |
LRCX | 60,793.2 | 9.8 | |
MSFT | 1,918,222.4 | 9.4 | |
JPM | 340,169.2 | 8.1 | |
XOM | 385,508.3 | 7.8 | |
CAT | 99,975.7 | 7.8 | |
AMGN | 130,083.0 | 7.2 | |
BAC | 278,315.2 | 7.1 | |
HD | 277,648.0 | 6.6 | |
SNY | 130,210.1 | 6.5 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 700 | 236.8 |
(b) Individuals (high net worth individuals) | 30 | 122.9 |
(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 | 1,758 | 359.7 |
By Discretionary | ||
Discretionary | 1,758 | 359.7 |
Non-Discretionary | 0 | 0.0 |
Total | 1,758 | 359.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 359.7 | |
Total | 1,758 | 359.7 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001802955] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Sterling Wealth Management Inc
✚
|
IL | 0.4 |
Weinberger Asset Management Inc
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|
CA | 0.4 |
1776 Wealth LLC
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|
GA | 0.4 |
Moirai Wealth Management LLC
✚
|
CA | 0.4 |
Wittenberg Investment Management Inc
✚
|
MA | 0.4 |
MKD Wealth Coaches LLC
✚
|
MI | 0.4 |
Consilio Wealth Advisors LLC
✚
|
WA | 0.4 |
Waveland Family Office LLC
✚
|
IL | 0.4 |
Private Wealth Solutions LLC
✚
|
CA | 0.4 |
Concorde Financial Corporation
✚
|
TX | 0.4 |