Fusion Capital LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Fusion Capital LLC
CRD #154726
SEC #801-110473
CIK #0001802955
AUM $359.7 MM (2024-03-18)
Employees 6 (67% Investors, 0% Brokers)
Phone843-972-0065
Address1459 Stuart Engals Blvd
Mt Pleasant, SC 29464
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
4003202401608002010201520202025
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 ($MM)
2502001501005002018202020222025
AUM Breakdown Accounts AUM ($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
CA 0.4
1776 Wealth LLC
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
Terms | Privacy | Guide
tony@aum13f.com