DFX Intelligence

C•••••• A••••••• S•••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

C•••••• A••••••• S•••••••• L••

FUSION INVESTMENT A••••••S LLC, CRD 156549

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:877a98b4-74c0-6432-42c7-4f11b2e31428

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 190
Dated events: 40
On other graphs: 0
Observed: Nov 17, 2011 to Mar 25, 2026
87 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $1.1B••• Locked
Discretionary RAUM: $1.1B
Private client RAUM: $1.1Bderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 84
RAUM per advisor: $13.1Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
A•••••• F•••••• A•••••••	n/a	C••••••, TX	14	19	3	no
D••••• W••••• D••••••	n/a	CASTIAC, CA	14	28

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
E••••• B••••• B••••••	CHIEF EXECUTIVE OFFICER	Na	yes	10/2017	Mar 25, 2026	Mar 25, 2026
S• G••••• L••	MANAGING MEMBER	E	yes	10/2017	Mar 25, 2026	Mar 25, 2026

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Belmont	Nc	United States	5	no
Livonia	Mi	United States	2	no
CHERRY HILL	Nj	United States	2	no
OKLAHOMA CITY	Ok	United States	2	no
SAN ANTONIO	TX	United States

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
13	19	-6	22.6%	0	0	0	41	40

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$1.1B	2.3%	$530M	27.7%	87	77	24	24

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
T•••• W••••• P•••••••• L••	2	Feb 25, 2026	Nov 3, 2025	DALLAS, TX	Team lift out	RIA to RIA	2.2%
T•••• W••••• P•••••••• L••	3	Feb 25, 2026	Nov 10, 2025

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
G••••• A•••• M••••••••• G••••	2	Nov 30, 2020	Oct 19, 2020	WINTER SPRINGS, FL	Team lift out	Other	66.7%
E•••• F•••••••• A•••••••• L••	2	Jan 4, 2019	Jan 1, 2025

Relationships

showing 80 of 190

Registered with (75)

← M•••••• E••••• S•••••••••Advisorregistration: current employment
May 29, 2026 to presentfactForm ADV
← E•••••• C••• F•••••Advisorregistration: current employment
Apr 10, 2026 to presentfactForm ADV
← S•••••• D•••••• N•••••Advisorregistration: current employment
Mar 25, 2026 to presentfactForm ADV
← B•••• S•••••••••

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Apr 29, 2026
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago
Occurred
Apr 29, 2026
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 6, 2026
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:877a98b4-74c0-6432-42c7-4f11b2e31428
First observed: Nov 17, 2011
Last observed: Mar 25, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.