Fusion Capital Management

Fusion Capital Management (CRD# 156549) is a financial advisory firm headquartered in Coppell, TX. They manage $122,687,769 in 1,620 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    1,620
    ACCOUNTS
  • Average Account Value
    $75,733
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MA, ME, MI, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, TX, WA, WI, WV

Financial Advisors at Fusion Capital Management
Showing 1 - 10 of 42 top financial advisors.
1
Donald S. Hoffrichter
CRD#: 247956
15847 Loch Maree Lane, Unit#2004, Delray Beach, FL 33446
96
Wealthminder
score

Donald Hoffrichter (CRD# 247956) is an Investment Advisor Representative working at Fusion Capital Management in Delray Beach, FL and has over 33 years of experience in the finance industry.

2
Timothy P. Jarvis
CRD#: 2433124
904 N Columbus St, Lancaster, OH 43130
96
Wealthminder
score

Timothy Jarvis (CRD# 2433124) is an Investment Advisor Representative working at Fusion Capital Management in Lancaster, OH and has over 22 years of experience in the finance industry. Timothy Jarvis 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.

3
Anthony F. Apollaro
CRD#: 2524799
870 S. Denton Tap Rd. Suite 250, Coppell, TX 75019
93
Wealthminder
score

Anthony Apollaro (CRD# 2524799) is an Investment Advisor Representative working at Fusion Capital Management in Coppell, TX and has over 9 years of experience in the finance industry.

4
Randall L. Boone
CRD#: 2296176
Reading, PA
93
Wealthminder
score

Randall Boone (CRD# 2296176) is an Investment Advisor Representative working at Fusion Capital Management in Reading, PA and has over 10 years of experience in the finance industry.

5
Ryan J. Borer
CRD#: 4336934
870 S. Denton Tap Rd., Suite 250, Coppell, TX 75019
93
Wealthminder
score

Ryan Borer (CRD# 4336934) is an Investment Advisor Representative working at Fusion Capital Management in Coppell, TX and has over 8 years of experience in the finance industry.

6
Michele P. Brown
CRD#: 1999798
17602 17th Street Pmb 102-130, Tustin, CA 92780
93
Wealthminder
score

Michele Brown (CRD# 1999798) is an Investment Advisor Representative working at Fusion Capital Management in Tustin, CA and has over 25 years of experience in the finance industry.

7
Daniel A. Burton
CRD#: 2241616
545 East Pass Road, Gulfport, MS 39507
93
Wealthminder
score

Daniel Burton (CRD# 2241616) is an Investment Advisor Representative working at Fusion Capital Management in Gulfport, MS and has over 24 years of experience in the finance industry.

8
Rocco D. Capuano
CRD#: 4455454
555 Ryan Run Rd Suite 101a, York, PA 17404
93
Wealthminder
score

Rocco Capuano (CRD# 4455454) is an Investment Advisor Representative working at Fusion Capital Management in York, PA and has over 9 years of experience in the finance industry.

9
Justin F. Carlson
CRD#: 5504307
11323 W. Bell Rd #301, Surprise, AZ 85378
93
Wealthminder
score

Justin Carlson (CRD# 5504307) is an Investment Advisor Representative working at Fusion Capital Management in Surprise, AZ and has over 8 years of experience in the finance industry.

10
Christopher S. Clark
CRD#: 2361971
20897 E. North Loop, Queen Creek, AZ 85142
93
Wealthminder
score

Christopher Clark (CRD# 2361971) is an Investment Advisor Representative working at Fusion Capital Management in Queen Creek, AZ and has over 23 years of experience in the finance industry.

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