# Coppell Advisory Solutions LLC

> Coppell Advisory Solutions LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2011, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 156549
- Filed as: COPPELL ADVISORY SOLUTIONS LLC
- Legal name: Fusion Investment Advisors LLC
- Also doing business as: FUSION CAPITAL MANAGEMENT, FUSION INVESTMENT ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156549
- AdvisorCensus page: https://advisorcensus.com/firm/coppell-advisory-solutions-llc-dallas-tx-156549

## Quick answers

**How is Coppell Advisory Solutions LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Coppell Advisory Solutions LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Coppell Advisory Solutions LLC charge?**
Its Form ADV Part 2A brochure dated March 24, 2026 states: Flat fee: $1,000 to $20,000 (broad based planning services); Hourly rate: $300 an hour (specific services (such as a modular plan or hourly consulting services)). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Coppell Advisory Solutions LLC located?**
Coppell Advisory Solutions LLC's principal office is in Dallas, TX, according to its Form ADV; the April 2026 filing also lists 18 other offices (Schedule D, Section 1.F).

**Is Coppell Advisory Solutions LLC registered with the SEC or a state?**
Coppell Advisory Solutions LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 156549.

**How much does Coppell Advisory Solutions LLC manage?**
Coppell Advisory Solutions LLC reports $1,102,901,302 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Coppell Advisory Solutions LLC's assets and staff changed since 2021?**
In the Form ADV data for Coppell Advisory Solutions LLC: Regulatory assets under management: $383,103,084 in the October 2021 data and $1,102,901,302 in the October 2026 data, up 188%. Total employees: 65 in October 2021 and 87 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Coppell Advisory Solutions LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8,695); high net worth individuals (153); corporations or other businesses not listed above (2).

**Which custodians does Coppell Advisory Solutions LLC use?**
Coppell Advisory Solutions LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Coppell Advisory Solutions LLC report any disciplinary disclosures?**
Reports 8 disclosure items on Form ADV Item 11: yes answers to 8 questions about regulatory matters (11.C(2), 11.C(4), 11.C(5), 11.D(2), 11.D(4), 11.D(5), 11.E(1), 11.E(4)). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156549

**What changed in Coppell Advisory Solutions LLC's recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in AK. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Flat fee: $1,000 to $20,000 (broad based planning services)

> Fixed Fees: Fusion will charge a fixed fee that ranges from $1,000.00 to $20,000.00, for broad based planning services.

- Hourly rate: $300 an hour (specific services (such as a modular plan or hourly consulting services))

> Hourly Fees: Fusion charges an hourly fee of $300 for Clients who request specific services (such as a modular plan or hourly consulting services)

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,102,901,302
- Discretionary: $1,102,901,302
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8,695 | $814,368,207 |
| High net worth individuals | 153 | $288,533,095 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2011 (15 years)
- Employees: 87 total, 77 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports 8 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.D(5): Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?
- 11.E(1): Has a self-regulatory organization (such as FINRA) or a commodities exchange ever found that the firm or an advisory affiliate made a false statement or omission?
- 11.E(4): Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156549

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Austin, TX
- Belmont, NC
- Cary, NC
- Cherry Hill, NJ
- Forney, TX
- La Verne, CA
- Lansing, MI
- Livonia, MI
- Logan, UT
- Nashua, NH
- Oklahoma City, OK
- Orem, UT
- Plano, TX
- Reno, NV
- Roswell, GA
- San Antonio, TX
- Southlake, TX
- Temecula, CA

### Websites listed on Form ADV (Item 1.I)
- fusioncm.com
- Facebook @FUSIONCM
- LinkedIn @fusion-capital-management-inc
- X @FUSION_CM

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $383,103,084 | 65 | May 5, 2021 |
| October 2022 | $430,730,524 | 75 | September 1, 2022 |
| October 2023 | $529,728,395 | 81 | March 29, 2023 |
| October 2024 | $849,564,866 | 76 | June 11, 2024 |
| October 2025 | $1,077,958,560 | 77 | March 26, 2025 |
| October 2026 | $1,102,901,302 | 87 | March 25, 2026 |

Regulatory assets under management: $383,103,084 in the October 2021 data and $1,102,901,302 in the October 2026 data, up 188%.
Total employees: 65 in October 2021 and 87 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in AK.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coppell Advisory Solutions LLC (CRD 156549): Form ADV filing data as of October 2026.