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FUSION CAPITAL, LLC
CRD 154726File 801-110473
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$492.3M
Above cohort median (national)
Discretionary AUM
$492.3M
Clients
700
1,804 accounts
Employees
6
Above cohort median in SC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 21, 2017
- Principal office
- 1459 STUART ENGALS BLVD, SUITE 301, MT. PLEASANT, SC, 29464
- Phone
- 843-972-0065
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $492.3M
- Discretionary AUM
- $492.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,804
- Non-discretionary accounts
- 0
- Total accounts
- 1,804
- AUM per client
- $703K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 118 | $310.5M |
| Individuals (other than high net worth individuals) | 582 | $181.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.