Coppell Advisory Solutions LLC
COPPELL ADVISORY SOLUTIONS LLC is a registered investment adviser headquartered in Coppell, Texas, United States. Founded in 2012, the firm operates primarily in the Dallas metropolitan area and provides portfolio management and advisory services to individual and institutional clients. In recent SEC actions, the firm was noted as being operated under the names Fusion Investment Advisors LLC and Fusion Capital Management, and currently maintains a relatively small team of professionals focused on delivering investment management solutions.
Investment Strategy
Coppell Advisory Solutions LLC provides discretionary and non-discretionary investment advisory services focused primarily on model portfolio management built around client objectives, risk tolerance, and time horizon. The firm utilizes third-party managers and custom model portfolios, earning compensation through manager agreements and asset-based fees. Recent regulatory reviews identified issues with fee disclosure and conflict of interest management, with clients sometimes paying blended or tiered fees rather than flat percentages as represented. The firm seeks long-term capital appreciation and risk-adjusted returns for its clients, primarily through diversification and periodic portfolio reviews.
Top Holdings
Equity Positions (365)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BUFZ | FIRST TR EXCHNG TRADED FD VI | 3.89% | $32.8M | 1,317,423 | $23.97 | $24.93 | +$12.1M |
B BUFR | FIRST TR EXCHNG TRADED FD VI | 2.92% | $24.6M | 775,179 | $29.84 | $31.80 | +$7.7M |
F FTSM | FIRST TR EXCHANGE-TRADED FD | 2.13% | $18.0M | 298,967 | $59.62 | $59.87 | +$586.5K |
S SRLN | SSGA ACTIVE ETF TR | 2.09% | $17.6M | 423,017 | $41.23 | $41.59 | +$2.1M |
B BUFD | FIRST TR EXCHNG TRADED FD VI | 2.07% | $17.4M | 659,729 | $25.24 | $26.56 | +$5.1M |