# Fusion Capital, LLC

> Fusion Capital, LLC is an SEC-registered investment advisory firm in Mt. Pleasant, SC, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.

- CRD: 154726
- Filed as: FUSION CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mt. Pleasant, SC
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/154726
- AdvisorCensus page: https://advisorcensus.com/firm/fusion-capital-llc-mt-pleasant-sc-154726

## Quick answers

**How is Fusion Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fusion Capital, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Fusion Capital, LLC located?**
Fusion Capital, LLC's principal office is in Mt. Pleasant, SC, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Fusion Capital, LLC registered with the SEC or a state?**
Fusion Capital, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 154726.

**How much does Fusion Capital, LLC manage?**
Fusion Capital, LLC reports $492,349,073 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (100% discretionary).

**How have Fusion Capital, LLC's assets and staff changed since 2021?**
In the Form ADV data for Fusion Capital, LLC: Regulatory assets under management: $226,129,870 in the October 2021 data and $492,349,073 in the October 2026 data, up 118%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fusion Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (582); high net worth individuals (118).

**Which custodians does Fusion Capital, LLC use?**
Fusion Capital, 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 Fusion Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/154726

**What changed in Fusion Capital, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $405,416,172 to $492,349,073 (+21%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### 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: $492,349,073
- Discretionary: $492,349,073
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 582 | $181,814,570 |
| High net worth individuals | 118 | $310,534,503 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, IL, LA, MD, NC, NY, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Aiken, SC
- North Myrtle Beach, SC

### Websites listed on Form ADV (Item 1.I)
- fusioncapital.net
- LinkedIn @dan-webster-3214628
- LinkedIn @jason-mengel-cfp-44744920

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $226,129,870 | 6 | April 1, 2021 |
| October 2022 | $282,443,331 | 7 | February 23, 2022 |
| October 2023 | $273,664,761 | 7 | September 28, 2023 |
| October 2024 | $359,718,011 | 6 | March 18, 2024 |
| October 2025 | $405,416,172 | 6 | March 5, 2025 |
| October 2026 | $492,349,073 | 6 | September 15, 2026 |

Regulatory assets under management: $226,129,870 in the October 2021 data and $492,349,073 in the October 2026 data, up 118%.
Total employees: 6 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $405,416,172 to $492,349,073 (+21%).

### December 2025
- Registered or notice-filed in GA, LA, MD.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fusion Capital, LLC (CRD 154726): Form ADV filing data as of October 2026.