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COPPELL ADVISORY SOLUTIONS LLC
FUSION INVESTMENT ADVISORS LLC
CRD 156549 · SEC 801-72171
9111 CYPRESS WATERS BLVD SUITE 140, DALLAS, TX, 75019, United States
Phone
817-888-8020
Fax
941-761-6230
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.10B
Discretionary AUM
$1.10B
Team
87 total employees; 77 advisory reps; 15 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8695 | $814.4M |
| High net worth individuals | 153 | $288.5M |
| Corporations/business entities | 2 | $0 |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD