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| Fusion Investment Advisors LLC
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| |
|---|---|
| CRD # | 156549 |
| SEC # | 801-72171 |
| CIK # | 0001848433, 0001062993 |
| AUM | $849.6 MM (2024-06-11) |
| Employees | 76 (100% Investors, 3% Brokers) |
| Phone | 817-888-8020 |
| Address | 9111 Cypress Waters Blvd Suite 140 Dallas, TX 75019 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GOOG | 1,482,566.4 | 35.8 | |
| NVDA | 399,550.0 | 31.0 | |
| AAPL | 2,382,844.0 | 30.5 | |
| LLY | 301,789.7 | 24.2 | |
| MSFT | 1,918,222.4 | 8.5 | |
| QCOM | 147,392.0 | 5.5 | |
| JPM | 340,169.2 | 4.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,878 | 642.5 |
| (b) Individuals (high net worth individuals) | 119 | 207.1 |
| (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 | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,997 | 849.6 |
| By Discretionary | ||
| Discretionary | 7,997 | 849.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7,997 | 849.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 849.6 | |
| Total | 7,997 | 849.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001848433] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Fusion Investment Advisors LLC
✚
|
TX | 0.8 |
|
Vann Equity Management LLC
✚
|
TX | 0.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Arthur M Cohen & Associates LLC
✚
|
IL | 0.9 |
|
180 Wealth Advisors LLC
✚
|
WA | 0.9 |
|
Olympus Wealth Management LLC
✚
|
UT | 0.9 |
|
Oppenheimer Investment Management LLC
✚
|
NY | 0.9 |
|
Summit Asset Management LLC
✚
|
TN | 0.9 |
|
Blueprint Investment Partners LLC
✚
|
NC | 0.8 |
|
Riverview Research LLC
✚
|
OH | 0.8 |
|
Investment Advisory Group LLC
✚
|
MA | 0.8 |
|
Allen Mooney & Barnes Investment Advisors LLC
✚
|
GA | 0.8 |
|
Fulcrum Capital LLC
✚
|
WA | 0.8 |