Fusion Capital, Llc
- Regulatory AUM
- $492M
- Discretionary
- $492M
- Clients
- 700
- Avg AUM / client
- $703K
- Accounts
- 1,804
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 582 | $182M | 36.9% |
| High net worth individuals | 118 | $311M | 63.1% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason Michael Mengel | Managing Member | CFP | Jul 2010 (16y) | 50% – 75% |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Sep 2010 (16y) | Less than 5% | |
| Daniel Richard Webster | Managing Member | Oct 2010 (16y) | 50% – 75% | |
| Clint Edward Martin | Registered representative | Nov 2014 (12y) | ||
| Mark Richard Shaurette | Registered representative | Nov 2015 (11y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $489M (99% of AUM) Mar 2026
- Fidelity Investments $5.6M (4% of AUM) Jun 2019
- Fidelity Investments Institutional Services Company, Inc. $5.6M (4% of AUM) Oct 2019
- Jefferson National Securities Corporation $1.7M (1% of AUM) Oct 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 15, 2026.
View current Form ADV (SEC/IAPD) ↗