|
⚲
|
| Fusion Capital LLC
✚
|
|
|---|---|
| CRD # | 154726 |
| SEC # | 801-110473 |
| CIK # | 0001802955 |
| AUM | $492.3 M (2026-03-26) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 843-972-0065 |
| Address | 1459 Stuart Engals Blvd Mt Pleasant, SC 29464 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 20.5 | ||
| Lam Research Corp | 18.1 | ||
| Caterpillar Inc | 15.4 | ||
| J P Morgan Chase & Co | 11.2 | ||
| Valero Energy Corp/Tx | 11.1 | ||
| Johnson & Johnson | 10.0 | ||
| BHP Billiton Ltd | 9.4 | ||
| Cisco Systems Inc | 9.2 | ||
| Amgen Inc | 9.1 | ||
| Bank of America Corp /DE/ | 9.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 582 | 181.8 |
| (b) Individuals (high net worth individuals) | 118 | 310.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,804 | 492.3 |
| By Discretionary | ||
| Discretionary | 1,804 | 492.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,804 | 492.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 492.3 | |
| Total | 1,804 | 492.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802955] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Busey Capital Management Inc
✚
|
IL | 0.5 |
|
Allred Capital Management LLC
✚
|
TX | 0.5 |
|
HFM Investment Advisors Inc
✚
|
0.5 | |
|
Symmetry Capital Advisors LLC
✚
|
TX | 0.5 |
|
Monetary Management Group Inc
✚
|
MO | 0.5 |
|
HANC Wealth Management LLC
✚
|
MI | 0.5 |
|
Tyler Street Capital
✚
|
MA | 0.5 |
|
IF Advisors LLC
✚
|
0.5 | |
|
Paces Ferry Wealth Advisors LLC
✚
|
GA | 0.5 |
|
Maryland Capital Advisors Inc
✚
|
MD | 0.5 |