Fusion Capital, LLC

Fusion Capital, LLC (CRD# 154726) is a financial advisory firm headquartered in Mount Pleasant, SC. They manage $90,687,470 in 809 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    809
    ACCOUNTS
  • Average Account Value
    $112,098
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, NC, NY, SC

Financial Advisors at Fusion Capital, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jason M. Mengel
CRD#: 5099803
1459 Stuart Engals Blvd, Suite 301, Mount Pleasant, SC 29464
96
Wealthminder
score

Jason Mengel (CRD# 5099803) is an Investment Advisor Representative working at Fusion Capital, LLC in Mount Pleasant, SC and has over 8 years of experience in the finance industry. Jason Mengel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Daniel R. Webster
CRD#: 5464146
1459 Stuart Engals Blvd, Suite 301, Mount Pleasant, SC 29464
93
Wealthminder
score

Daniel Webster (CRD# 5464146) is an Investment Advisor Representative working at Fusion Capital, LLC in Mount Pleasant, SC and has over 8 years of experience in the finance industry.

3
Stephen G. Dyer
CRD#: 5978181
2820 B Hillcreek Dr., Augusta, GA 30909
90
Wealthminder
score

Stephen Dyer (CRD# 5978181) is an Investment Advisor Representative working at Fusion Capital, LLC in Augusta, GA and has over 5 years of experience in the finance industry.

4
Clint E. Martin
CRD#: 6060417
1459 Stuart Engals Blvd, Suite 301, Mount Pleasant, SC 29464
88
Wealthminder
score

Clint Martin (CRD# 6060417) is an Investment Advisor Representative working at Fusion Capital, LLC in Mount Pleasant, SC and has over 2 years of experience in the finance industry.

5
Mark R. Shaurette
CRD#: 5445586
3294 Ashley Phosphate Rd., Suite 1e, North Charleston, SC 29418
69
Wealthminder
score

Mark Shaurette (CRD# 5445586) is an Investment Advisor Representative working at Fusion Capital, LLC in North Charleston, SC and has over 9 years of experience in the finance industry.

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