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| Happy Holidays!! thanks for using AUM13F!! |
| Fusion Investment Advisors LLC
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| CRD # | 156549 |
| SEC # | 801-72171 |
| CIK # | 0001062993, 0001848433 |
| AUM | $1.1 B (2025-03-26) |
| Employees | 77 (100% Investors, 4% Brokers) |
| Phone | 817-888-8020 |
| Address | 9111 Cypress Waters Blvd Suite 140 Dallas, TX 75019 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 33.8 | ||
| Broadcom Inc | 28.8 | ||
| Netflix Inc | 21.8 | ||
| J P Morgan Chase & Co | 20.8 | ||
| Tesla Motors Inc | 19.8 | ||
| Apple Inc | 18.6 | ||
| Amazon Com Inc | 16.5 | ||
| Nvidia Corp | 15.9 | ||
| CBOE Holdings Inc | 9.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,158 | 766.9 |
| (b) Individuals (high net worth individuals) | 176 | 311.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9,334 | 1,078.0 |
| By Discretionary | ||
| Discretionary | 9,334 | 1,078.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9,334 | 1,078.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,078.0 | |
| Total | 9,334 | 1,078.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001848433] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Fusion Investment Advisors LLC
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|
TX | 1.1 |
|
Vann Equity Management LLC
✚
|
TX | 0.2 |
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Sgroi Wealth Advisory Group LLC
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NY | 1.1 |
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Silicon Valley Capital Partners LP
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Wilkins Investment Counsel Inc
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Wespac Advisors LLC
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Roble Belko and Company Inc
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Berkshire Money Management Inc
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Cadinha & Co LLC
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HI | 1.1 |
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Waypoint Wealth Partners Inc
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CA | 1.1 |
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Stephens Consulting LLC
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MI | 1.1 |
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LJI Wealth Management LLC
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IN | 1.1 |