Fusion Capital, LLC

Overview

Fusion Capital, LLC is an SEC registered investment adviser based in Mt Pleasant, SC, registered since 2017. It reports $492M in assets under management across 1,804 accounts, with 6 employees. It has 4 investment adviser representatives.

Reported AUM

$492M

Discretionary

100%

Accounts

1,804

Average account

$273K

Employees

6

Advisory reps

4

Registered since

2017

Jurisdictions

10

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 3

• Daniel Richard Webster Managing Member CRD 5464146
• Jason Michael Mengel Managing Member CRD 5099803
• Gery Joseph Sadzewicz Chief Compliance Officer CRD 1090963

Advisory reps 3 of 4

• Clint Edward Martin Investment Adviser Rep CRD 6060417
• Jason Michael Mengel Insurance Agent · Investment Adviser Rep CRD 5099803
• Mark R Shaurette Insurance Agent · Investment Adviser Rep CRD 5445586

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

1459 Stuart Engals Blvd Unit 301
Mt Pleasant, SC 29464

County

Charleston

Metro area

Charleston-North Charleston, SC

Region

South

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: fusioncapital.net

Every state, with registration dates

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