Fusion Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fusion Capital provides discretionary investment management and related financial planning to a broad mix of clients, including individual and high-net-worth investors, trusts, retirement plans, charitable organizations, and corporations. The SEC-registered firm reports managing roughly $492 million for about 700 clients and delivers quarterly performance reporting and account reviews.
Fusion builds client portfolios from an investment policy tailored to each client, using quantitative optimization, technical analysis, and model portfolios to implement asset allocation and rebalancing. It offers a range of actively managed model strategies (e.g., ETF-based, income-oriented, all-equity, tactical bond, an alternative non-correlated sleeve, and a technically driven “Focus 5” ETF approach), may employ option strategies, and routinely uses third-party sub‑advisers and software to implement and monitor investments.
Notably, Fusion maintains affiliated businesses that offer tax/advisory and insurance services and discloses referral and solicitor arrangements with third‑party managers and custodial platforms — a governance and business model mix that is less common among similarly sized team firms. The combination of in‑house tax/insurance affiliates, use of a sub‑adviser platform, and explicitly listed technical and alternative model offerings distinguishes its operating footprint from many peers.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.9% $1,000,000 - $3,000,000: 1.7% $3,000,000 - $5,000,000: 1.5% $5,000,000+: Negotiable
Commission-based compensation for insurance products sold by advisory professionals who are licensed insurance agents
Account minimum: $1,500 minimum account fee for discretionary managed accounts; $100,000 minimum for managed supervisory accounts (waivable/negotiable) Minimum fee: Minimum account fee of $1,500 for discretionary managed accounts
Main office
1459 Stuart Engals Blvd, Suite 301
Mt. Pleasant SC 29464
Advisors at this office
4
Most active in
Florida · Georgia · Illinois · Louisiana · Maryland · New York · North Carolina · South Carolina · Texas · Virginia
Also doing business as
Fusion Capital, LLC · Optimal Wealth Strategies
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Daniel W
Series 65
Mt. Pleasant, SC
Fusion Capital, LLC
Daniel Webster is a financial advisor with Fusion Capital, LLC, holding a Series 65 designation and 18 years of industry experience. He has been with Fusion Capital since 2010. Webster is also the sole owner and president of Webster Financial and Tax Advisory Group, an affiliate of Fusion Capital, through which he recommends non-securities insurance products. Fusion Capital, LLC provides discretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and legal entities. The firm constructs portfolios tailored to clients’ objectives and risk tolerance, combining quantitative optimization, technical analysis, and third-party research, and offers a mix of actively managed model portfolios and sub-adviser platforms.
Clint M
Series 65
Mt. Pleasant, SC
Fusion Capital, LLC
Clint Martin is a financial advisor at Fusion Capital, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Fusion Capital since 2011. Fusion Capital, LLC provides discretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and various legal entities. The firm uses a combination of quantitative optimization, technical analysis, and third-party research to construct tailored portfolios, offering actively managed models and access to sub-advisers, along with coordination of tax and estate planning resources.
Mark S
Series 65
Mt. Pleasant, SC
Fusion Capital, LLC
Mark Shaurette is a financial advisor at Fusion Capital, LLC with 14 years of industry experience. He holds a Series 65 credential and has been with Fusion Capital since 2015. In addition to his work in financial advisory, Shaurette is president and owner of SC Financial LLC, a tax preparation and accounting services firm. Fusion Capital provides discretionary investment management and financial planning services to a diverse client base, including individual and high-net-worth investors, trusts, retirement plans, charitable organizations, and corporations. The firm employs a tailored investment approach using quantitative optimization, technical analysis, and a range of actively managed model strategies.
Jason M
CFP®, Series 63, Series 65
Mt. Pleasant, SC
Fusion Capital, LLC
Jason Mengel is a CFP® with 17 years of industry experience. He has been with Fusion Capital, LLC since 2010 and is the sole owner of Mengel Financial Group, which sells life insurance products. Fusion Capital, LLC provides discretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and legal entities. The firm uses actively managed model portfolios, options strategies, and sub-advisers, combining quantitative optimization, technical analysis, and third-party research to tailor portfolios to clients’ investment objectives and risk tolerance.
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