Coppell Advisory Solutions LLC
Firm details
- Headquarters
- Coppell, Texas
- CRD number
- 156549
- Registered since
- February 28, 2011
- Website
- www.fusioncm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals73.84%
- HNWI26.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Coppell Advisory Solutions LLC is an independent, SEC‑registered advisory firm organized as an LLC and active since 2011. The firm positions itself as a capital allocator serving both individuals and families as well as institutional clients. Its advisory services emphasize financial planning, discretionary portfolio management for individuals, small businesses and institutions, and selection of external managers for portions of client portfolios. Fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. Coppell does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities17%
- Cash & Cash Equivalents14%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
2 of 2
Anthony Apollaro
Chief Executive Officer & Chief Investment OfficerCRD 2524799
Bryce Engel
CEOCRD 2748956
Contacts
3 of 87
Caroline Rakness
Registered Investment AdvisorCRD 4387701
Taylor Lee
Investment Advisory RepresentativeCRD 6319560
Eric Weschke
Investment Advisory RepresentativeCRD 2486324
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 345Active vs passive
$789M in ETFs
41%
$327M
46%
$462M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BURNEY US FACTOR ROTATION ETF (BRNY) | Active | Mid Cap Blend | $120M | 1,804,114 | 15.20% |
Location
Coppell, TX
Dallas
Location
Coppell, TX
Headquartered in Coppell, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 9111 Cypress Waters Blvd
- Time zone
- CT (UTC-6)
- Office locations
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