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| Fusion Investment Advisors LLC
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| CRD # | 156549 |
| SEC # | 801-72171 |
| CIK # | 0001848433, 0001062993 |
| AUM | 1,102.9 M (2026-03-25) |
| Employees | 87 (89% Investors, 2% Brokers) |
| Phone | 817-888-8020 |
| Address | 9111 Cypress Waters Blvd Suite 140 Dallas, TX 75019 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001848433 0001062993 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 15.4 | ||
| Amazon Com Inc | 10.3 | ||
| Alphabet Inc | 9.5 | ||
| Allison Transmission Holdings Inc | 5.1 | ||
| Astrazeneca PLC | 4.1 | ||
| Autodesk Inc | 3.3 | ||
| Alphabet Inc | 2.7 | ||
| Bank of America Corp /DE/ | 1.7 | ||
| Abbott Laboratories | 1.6 | ||
| Applied Materials Inc /DE | 1.6 | ||
| Genpact Ltd | 1.6 | ||
| ASML Holding NV | 1.5 | ||
| Amgen Inc | 1.4 | ||
| Advanced Micro Devices Inc | 1.3 | ||
| Analog Devices Inc | 1.1 | ||
| Babcock & Wilcox Co | 0.8 | ||
| AbbVie Inc | 0.8 | ||
| Aercap Holdings NV | 0.6 | ||
| Amphenol Corp /DE/ | 0.5 | ||
| Altria Group Inc | 0.5 | ||
| AT&T Inc | 0.4 | ||
| Linde PLC | 0.4 | ||
| Accenture PLC | 0.3 | ||
| BP PLC | 0.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8,695 | 814.4 |
| (b) Individuals (high net worth individuals) | 153 | 288.5 |
| (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 | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8,848 | 1,102.9 |
| By Discretionary | ||
| Discretionary | 8,848 | 1,102.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8,848 | 1,102.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,102.9 | |
| Total | 8,848 | 1,102.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001848433] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 15 |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Fusion Investment Advisors LLC
✚
|
TX | 1,102.9 M |
|
Vann Equity Management LLC
✚
|
TX | 231.2 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Financial Advisors LLC
✚
|
MA | 1,108.4 M |
|
Heirloom Wealth Management LLC
✚
|
CO | 1,108.3 M |
|
Triasima Portfolio Management Inc
✚
|
1,105.3 M | |
|
Financial Advisory Corporation
✚
|
MI | 1,104.6 M |
|
The Clarus Group Inc
✚
|
TX | 1,103.8 M |
|
Integrity Advisory Solutions LLC
✚
|
IA | 1,103.5 M |
|
Minneapolis Portfolio Management Group LLC
✚
|
MN | 1,101.4 M |
|
Cohen Capital Advisors LLC
✚
|
IL | 1,100.7 M |
|
Bruni J V & Co
✚
|
CO | 1,097.9 M |
|
Stage Harbor Financial LLC
✚
|
MA | 1,097.2 M |