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 registered investment adviser that has been SEC-registered since 2011 and operates as a limited liability company. The firm describes itself as a capital allocator that serves individual and family clients as well as institutional investors. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of other advisers on behalf of clients. Fee arrangements span percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is not identified as an active ESG investor in the available data. The snapshot flags owner type as a mix of a domestic entity and an individual.
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 2ANTHONY APOLLARO
Chief Executive Officer & Chief Investment OfficerCRD 2524799
BRYCE ENGEL
CEOCRD 2748956
Contacts
3 of 87CAROLINE 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 5Active vs passive
$95.7M in ETFs
0%
$0
89%
$95.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BURNEY US FACTOR ROTATION ETF (BRNY) | Active | Mid Cap Blend | $84.3M | 1,790,152 | 88.04% |
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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