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Fusion Capital, LLC

● SEC registered since 2017CRD 154726SEC# 801-110473Mt. Pleasant, SC
Export (members)
Reg. AUM
$405.4M
Employees
6
Accounts
1,809
Location
Mt. Pleasant, SC

Fusion Capital, LLC assets under management

Fusion Capital, LLC operates as an SEC-registered investment adviser based in Mt. Pleasant, SC. The firm has been registered since 2017. It reports $405.4 million in regulatory assets under management and employs 6 people.
www.linkedin.com/in/dan-webster-3214628View on SEC.gov ↗

Fusion Capital, LLC owners & executives

3 reported
NameTitleOwnershipSince
Daniel Richard Webster ControlManaging Member50-75%2010
Gery Joseph SadzewiczChief Compliance OfficerUnder 5%2010
Jason Michael Mengel ControlManaging Member50-75%2010

Frequently asked questions

How much does Fusion Capital, LLC manage?

Fusion Capital, LLC reports $405.4 million in regulatory assets under management on its Form ADV.

How many employees does Fusion Capital, LLC have?

Fusion Capital, LLC reports 6 employees.

Where is Fusion Capital, LLC located?

Fusion Capital, LLC is based in Mt. Pleasant, SC and has been SEC-registered since 2017.

Does Fusion Capital, LLC disclose fund performance?

Fusion Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1459 Stuart Engals Blvd, Suite 301, Mt. Pleasant, SC 29464
Phone843-972-0065
Fax843-972-0064
Office hours8:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$405.4M
Non-discretionary$0
Total (RAUM)$405.4M