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, SEC-registered registered investment adviser organized as an LLC and operating since 2017. The firm bills clients on a percentage-of-AUM basis and focuses on individual and family clients, along with small-business portfolio management. Fusion Capital acts as a capital allocator and also provides manager selection services, meaning it both constructs portfolios directly and places client capital with third-party advisers. The firm is not positioned as an ESG investor and does not describe itself as a multi-state or pension consultant adviser.
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
1 of 1
Gery Sadzewicz
Chief Executive OfficerCRD 1090963
Contacts
3 of 4
Jason Mengel
Managing MemberCRD 5099803
Clint Martin
Financial RepresentativeCRD 6060417
Mark Shaurette
Investment Advisor RepresentativeCRD 5445586
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$199M in ETFs
64%
$127M
14%
$71.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK IG FLOATING RATE ETF (FLTR) | VanEck | Passive | Ultrashort Bond | $39.1M | 1,526,730 | 19.69% |
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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