Fusion Capital, LLC
Firm details
- Headquarters
- Mount Pleasant, South Carolina
- CRD number
- 154726
- Registered since
- April 21, 2017
- Website
- www.fusioncapital.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI63.07%
- Individuals36.93%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Fusion Capital, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2017. The firm serves primarily individual and family clients, charging fees as a percentage of assets under management. Its advisory activity centers on discretionary portfolio management for individuals and small businesses and on selecting third‑party managers, and it identifies itself as a capital allocator. Fusion Capital does not list ESG investing as an active focus.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities42%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents10%
- Other5%
- Investment Grade Corp Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$219M in ETFs
59%
$130M
17%
$88.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK IG FLOATING RATE ETF (FLTR) | VanEck | Passive | Ultrashort Bond | $43.7M | 1,708,837 | 20.00% |
Location
Mount Pleasant, SC
Charleston
Location
Mount Pleasant, SC
Headquartered in Mount Pleasant, SC, in the South of the United States.
- Region
- South
- County
- Charleston
- Address
- 1459 Stuart Engals Blvd
- Time zone
- ET (UTC-5)
- Office locations
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