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Fusion Investment Advisors LLC

● SEC registered since 2011CRD 156549SEC# 801-72171Dallas, TX
Export (members)
Reg. AUM
$1.1B
Employees
87
Accounts
8,848
Location
Dallas, TX

Fusion Investment Advisors LLC assets under management

Fusion Investment Advisors LLC is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 2011. It reports $1.1 billion in regulatory assets under management and employs 87 people.

Fusion Investment Advisors LLC owners & executives

7 reported
NameTitleOwnershipSince
Brayden EngelDirector Of OperationsUnder 5%2025
Bryce Bradley Engel ControlChief Executive OfficerUnder 5%2017
Laura Kimberly WajsCcoUnder 5%2022
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Frequently asked questions

How much does Fusion Investment Advisors LLC manage?

Fusion Investment Advisors LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Fusion Investment Advisors LLC have?

Fusion Investment Advisors LLC reports 87 employees.

Where is Fusion Investment Advisors LLC located?

Fusion Investment Advisors LLC is based in Dallas, TX and has been SEC-registered since 2011.

Does Fusion Investment Advisors LLC disclose fund performance?

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

Contact & registration

Address9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019
Phone817-888-8020
Fax941-761-6230
Office hours9:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1848433
Discloses disciplinary historyYes

Regulatory AUM

$1.1B▲ 2%
Mar '25 — $1.08BApr '25 — $1.08BMay '25 — $1.08BJun '25 — $1.08BJul '25 — $1.08BAug '25 — $1.08BSep '25 — $1.08BOct '25 — $1.08BNov '25 — $1.08BDec '25 — $1.08BJan '26 — $1.08BFeb '26 — $1.08BMar '26 — $1.1BApr '26 — $1.1BMay '26 — $1.1BJun '26 — $1.1B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers

Assets under management

$1.1Bregulatory AUM
Discretionary $1.1B