FUSION CAPITAL, LLC

HTTPS://WWW.FUSIONCAPITAL.NET MT. PLEASANT, SC How do I update this listing?

Fusion Capital is based out of Mt. Pleasant. Fusion Capital is a large advisory firm with 653 clients and discretionary assets under management (AUM) of $141,687,232 (Form ADV from 2019-10-25). Their last reported 13F filing for Q4 2019 included $110,823,000 in managed 13F securities and a top 10 holdings concentration of 47.35%. Fusion Capital's largest holding is Vanguard Dividend Appreciation ETF with shares held of 83,256. Whalewisdom has at least 1 13F filings

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12/31/2019

Top Sells

  • Name% Change

12/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 3.76%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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View Last Form Adv Compilation Report on Record

FUSION CAPITAL, LLC
1459 STUART ENGALS BLVD SUITE 301
MT. PLEASANT SC    29464
Country: United States

Business Phone: 843-972-0065
Fax: 843-972-0064
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: SC
Number of employees: 7
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,SOLICITOR FEES
Amount of client funds and securities: 0
Total Number of Clients: 653
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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