A complete list of active advisors currently associated with Fusion Capital, LLC

Warmer can help you find a great advisor at Fusion Capital, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Fusion Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.