# Smith Company Financial Advisors / Fusion Funds

> Smith Company Financial Advisors / Fusion Funds is a state-registered investment advisory firm in Sheridan, WY, registered since 2003, reporting under $25 million in regulatory assets under management in its Form ADV filing dated December 21, 2025.

- CRD: 125488
- Filed as: SMITH COMPANY FINANCIAL ADVISORS / FUSION FUNDS
- Legal name: Fusion Advisor
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sheridan, WY
- Filing period: October 2026
- Form ADV filing dated: December 21, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125488
- AdvisorCensus page: https://advisorcensus.com/firm/smith-company-financial-advisors-fusion-funds-sheridan-wy-125488

## Quick answers

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

**Where is Smith Company Financial Advisors / Fusion Funds located?**
Smith Company Financial Advisors / Fusion Funds' principal office is in Sheridan, WY, according to its Form ADV.

**Is Smith Company Financial Advisors / Fusion Funds registered with the SEC or a state?**
Smith Company Financial Advisors / Fusion Funds is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 125488.

**How much does Smith Company Financial Advisors / Fusion Funds manage?**
Smith Company Financial Advisors / Fusion Funds reports $400,000 in regulatory assets under management in its Form ADV filing dated December 21, 2025 (0% discretionary).

**Does Smith Company Financial Advisors / Fusion Funds 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/125488

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $400,000
- Discretionary: $0
- Non-discretionary: $400,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $400,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services

### Firm details
- Registered since: 2003 (23 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Smith Company Financial Advisors / Fusion Funds (CRD 125488): Form ADV filing data as of October 2026.