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FUSION CAPITAL, LLC

MT. PLEASANT, SC · CRD 154726 · IAPD ↗ · 843-972-0065

$492.3MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
December 2025 — FUSION CAPITAL, LLC notice-filed in GA, LA, MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — FUSION CAPITAL, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2024 — FUSION CAPITAL, LLC reported RAUM up 31% ($273.7M -> $359.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.