FUSION CAPITAL, LLC

1459 Stuart Engals Blvd
Suite 301
Mt. Pleasant, South Carolina 29464
Tel: 843-972-0065

About FUSION CAPITAL, LLC

FUSION CAPITAL, LLC, formally registered with the SEC as FUSION CAPITAL, LLC. The firm was established in 04/21/2017. They have over 3 offices throughout the country.

FUSION CAPITAL, LLC is a Mt. Pleasant, South Carolina based Financial Planning firm with nearly $405,416,172 assets under management, offering retirement planning & investment advisory services to 1809 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154726
SEC#	801-110473
Assets Managed by Firm	$405,416,172
No. of Clients	1809
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1809	$405,416,172
Individuals (other than high net worth individuals)	567	$164,950,502
High net worth individuals	107	$240,465,670

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