FUSION CAPITAL, LLC

Overview

Fusion Capital, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2017. The firm operates as a capital allocator for individuals and families, charging fees based on a percentage of assets under management. Its advisory offering centers on discretionary portfolio management for individuals and small businesses, plus selection and oversight of third‑party managers. Fusion Capital does not identify as an active ESG investor and is not registered as a multi‑state adviser. The firm is owned by an individual and maintains industry relationships with accounting and insurance firms to support its client service model. Fusion positions itself to combine in‑house portfolio management with access to external managers when pursuing specialized strategies or alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives