Fusion Capital, LLC
● SEC registered since 2017CRD 154726SEC# 801-110473Mt. Pleasant, SC
Reg. AUM
$492.3M
Employees
6
Accounts
1,804
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 $492.3 million in regulatory assets under management and employs 6 people.
Fusion Capital, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Richard Webster Control | Managing Member | 50-75% | 2010 |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Under 5% | 2010 |
| Jason Michael Mengel Control | Managing Member | 50-75% | 2010 |
Frequently asked questions
How much does Fusion Capital, LLC manage?
Fusion Capital, LLC reports $492.3 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
| Address | 1459 Stuart Engals Blvd, Suite 301, Mt. Pleasant, SC 29464 |
| Phone | 843-972-0065 |
| Fax | 843-972-0064 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$492.3M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$492.3Mregulatory AUM
Discretionary $492.3M