Fusion Capital LLC

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Fusion Capital LLC
CRD #154726
SEC #801-110473
CIK #0001802955
AUM 492.3 M (2026-03-26)
Employees 6 (67% Investors, 0% Brokers)
Fees
Minimum
Phone843-972-0065
Address1459 Stuart Engals Blvd
Mt Pleasant, SC 29464
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
50040030020010002008201420202027
CIK Period
0001802955
Sector Form 13F Holdings Value ($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
Microsoft Corp 8.7
Sanofi 7.3
Home Depot Inc 7.3
CRH Public Ltd Co 5.1
Allegion PLC 4.5
Qualcomm Inc/DE 4.1
Amazon Com Inc 3.7
Nvidia Corp 3.7
Alphabet Inc 2.7
United Technologies Corp /DE/ 2.6
 
 
 
 
 
 
 
 
 
 
 
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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]
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesInstitutional, Retail
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