# Fusion Financial

> Fusion Financial is a state-registered investment advisory firm in Laguna Hills, CA, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 5, 2026.

- CRD: 166026
- Filed as: FUSION FINANCIAL
- Legal name: Kayyal, Amirreza
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Laguna Hills, CA
- Filing period: October 2026
- Form ADV filing dated: January 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166026
- AdvisorCensus page: https://advisorcensus.com/firm/fusion-financial-laguna-hills-ca-166026

## Quick answers

**How is Fusion Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Fusion Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Fusion Financial located?**
Fusion Financial's principal office is in Laguna Hills, CA, according to its Form ADV.

**Is Fusion Financial registered with the SEC or a state?**
Fusion Financial is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 166026.

**How much does Fusion Financial manage?**
Fusion Financial reports $2,878,229 in regulatory assets under management in its Form ADV filing dated January 5, 2026 (100% discretionary).

**What types of clients does Fusion Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29).

**Does Fusion Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/166026

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,878,229
- Discretionary: $2,878,229
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $2,878,229 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ocmoneyman.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fusion Financial (CRD 166026): Form ADV filing data as of October 2026.