Fusion Capital, LLC

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Client assets under management

$492,349,073

Clients

700

17% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

175

Very High

Average account size

$703,356

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

Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Active portfolio management Private / alternative investments Tax-loss harvesting Wealth management

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

$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

Commissions

Commission-based compensation for insurance products sold by advisory professionals who are licensed insurance agents

Other

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 location

Fusion Capital, LLC

1459 Stuart Engals Blvd, Suite 301

Mt. Pleasant SC 29464, United States

Number of offices

Most active in

Florida · Georgia · Illinois · Louisiana · Maryland · New York · North Carolina · South Carolina · Texas · Virginia

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 843-972-0065

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.

Options & derivatives strategies Active portfolio management Private / alternative investments Tax-loss harvesting Wealth management Founder/Business Owner Executive

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.

Options & derivatives strategies Active portfolio management Private / alternative investments Tax-loss harvesting Wealth management Founder/Business Owner Executive

Mark S

Series 65

Mt. Pleasant, SC

Fusion Capital, LLC

Mark Shaurette is a financial advisor with Fusion Capital, LLC, holding a Series 65 designation and 13 years of industry experience. He has been with Fusion Capital since 2015 and also serves as president of SC Financial LLC, a tax preparation and accounting services firm he founded in 2004. Additionally, he owns Circle Realty LLC and Atlantic Solutions LLC, which focus on real estate brokerage and personal securities trading, respectively. Fusion Capital, LLC provides discretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and legal entities. The firm offers tailored portfolios through a combination of quantitative optimization, technical analysis, and third-party research, utilizing actively managed models, options strategies, and sub-adviser platforms.

Options & derivatives strategies Active portfolio management Private / alternative investments Tax-loss harvesting Wealth management Founder/Business Owner Executive

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.

Options & derivatives strategies Active portfolio management Private / alternative investments Tax-loss harvesting Wealth management Founder/Business Owner Executive

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