Fusion Capital, LLC

Overview

Fusion Capital, LLC is an independent registered investment adviser that provides portfolio management for individuals and small businesses, and also allocates to and selects third‑party managers on clients’ behalf. The firm operates under a percentage‑of‑AUM fee model and is organized as a limited liability company; it registered with the SEC in 2017 and is owned by an individual. Fusion identifies as a capital allocator rather than a single‑strategy shop and does not position itself as an active ESG investor. Industry relationships include engagements with an accountant and an insurance company, which appear to support its advisory and client servicing capabilities. Client focus is on individual and family investors rather than institutional pension plans or multi‑state advisory programs.

Assets & Accounts

Public Holdings

Investments & Alternatives