FUSION CAPITAL, LLC
C39
CRD 154726·SEC 801-110473·MT. PLEASANT, SC
AUM
$492.3M
$100M-$500M
Est. Revenue
$4.9M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$11.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $141.7M
'21 · $258.4M
'22 · $282.4M
'23 · $282.4M
'25 · $405.4M
'26 · $492.3M
'20'26
$141.7M → $492.3M▲ +247%
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 5 advisors
'22 · 3 advisors
'23 · 3 advisors
'25 · 4 advisors
'26 · 4 advisors
'20'26
5 advisors → 4 advisors▼ -20%
Branches
—
Custodian & Brokerage
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
1459 STUART ENGALS BLVDSUITE 301MT. PLEASANT, SC 29464
Business
1459 STUART ENGALS BLVDSUITE 301MT. PLEASANT, SC 29464
Edgar Recent Filings
13F-HR2026-05-13 · 0001104659-26-060085
13F-HR2026-02-04 · 0001104659-26-010106