Fusion Capital, LLC
Fusion Capital, LLC is a South Carolina-based investment advisory firm headquartered in Mt Pleasant. The firm, founded in 2011, is SEC-registered and serves primarily individual investors, including both high net worth and other individuals, with no emphasis on institutional accounts. Their reported employee count is 6-7, focusing primarily on investment management services. Fusion Capital manages portfolios across equities and ETFs, applying a methodology based on diversified asset allocation and portfolio construction tailored to individual client needs.
Investment Strategy
Fusion Capital, LLC employs a diversified investment strategy, primarily managing portfolios of equities and ETFs for individual investors. The firm focuses on asset allocation, risk management, and optimizing returns in line with client-specific objectives. Their holdings show an emphasis on broad market index funds, sector ETFs, and select large-cap stocks, with periodic rebalancing and tactical shifts based on market conditions.
Top Holdings
Equity Positions (92)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FLTR | VANECK IG FLOATING RATE ETF | 9.44% | $27.6M | 1,082,442 | $25.47 | $25.50 | +$879.4K |
V VIG | VANGUARD DIVIDEND APPRECIATION ETF | 7.19% | $21.0M | 102,698 | $135.15 | $204.67 | +$1.3M |
A AAPL | APPLE INC | 5.74% | $16.8M | 81,834 | $77.38 | $205.17 | -$1.4M |
I IVV | ISHARES S&P 500 INDEX | 5.02% | $14.7M | 23,636 | $348.18 | $620.90 | +$1.6M |
V VUG | VANGUARD GROWTH ETF | 4.38% | $12.8M | 29,230 | $243.69 | $438.40 | +$2.3M |