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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FUSION CAPITAL, LLC

CRD 154726

MT. PLEASANT, SC

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:bfa6eef2-26ae-5402-6cf1-5638d906d8f9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: Mar 13, 2012 to Sep 15, 2026
44 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=0.0
Regulatory AUM: $492MItem 5.F on the latest filing (2026-09-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $492M
Private client RAUM: $492MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $123Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 1,804
Individual clients: 582
High net worth clients: 118
Custody, client assets: $492M
SEC number: 801-110473
CRD: 154726
Filings on the tape: 44
First filed: Mar 13, 2012
Latest filed: Sep 15, 2026
Organised: Limited Liability Company, SC

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DANIEL RICHARD WEBSTER	n/a	N. Myrtle Beach, SC \| MT. PLEASANT, SC	15	18	1	no
CLINT EDWARD MARTIN	n/a	MT. PLEASANT, SC	11	15	n/a	no
MARK RICHARD SHAURETTE	n/a	NORTH CHARLESTON, SC \| MT. PLEASANT, SC	10	21	2	no
JASON MICHAEL MENGEL	Certified Financial Planner	MT. PLEASANT, SC	5	18	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MENGEL, JASON, MICHAEL	MANAGING MEMBER	D	yes	07/2010	Mar 13, 2012	Mar 18, 2024
WEBSTER, DANIEL, RICHARD	MANAGING MEMBER	D	yes	10/2010	Mar 13, 2012	Mar 18, 2024
SADZEWICZ, GERY, JOSEPH	CHIEF COMPLIANCE OFFICER	Na	no	09/2010	Mar 13, 2012	Mar 18, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MENGEL FINANCIAL GROUP, LLC	n/a	n/a	n/a	Y	yes	n/a
WEBSTER FINANCIAL & TAX ADVISORY GROUP	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NORTH MYRTLE BEACH	Sc	United States	2	no
Aiken	Sc	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$492M	$492M	6	4	3	n/a	n/a
2024	Mar 5, 2025	$405M	$405M	6	4	2	n/a	n/a
2023	Mar 18, 2024	$360M	$360M	6	4	2	n/a	n/a
2022	Mar 28, 2023	$274M	$274M	7	3	2	n/a	n/a
2021	Feb 23, 2022	$282M	$282M	7	3	2	n/a	n/a
2020	Mar 10, 2021	$226M	$226M	5	4	3	n/a	n/a
2019	Mar 20, 2020	$258M	$258M	7	5	5	n/a	n/a
2018	Mar 21, 2019	$142M	$142M	7	5	5	n/a	n/a
2017	Mar 27, 2018	$141M	$141M	5	3	5	n/a	n/a
2011	Mar 13, 2012	$31.0M	$31.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$492M	$405M	21.4%	$274M	21.6%	6	6	3	2

Relationships

Registered with (6)

← JASON MICHAEL MENGELAdvisorregistration: current employment
Jan 28, 2021 to presentfactForm ADV
← MARK RICHARD SHAURETTEAdvisorregistration: current employment
Nov 16, 2015 to presentfactForm ADV
← CLINT EDWARD MARTINAdvisorregistration: current employment
Nov 26, 2014 to presentfactForm ADV
← DANIEL RICHARD WEBSTERAdvisorregistration: current employment
Oct 14, 2010 to presentfactForm ADV
← GERY JOSEPH SADZEWICZAdvisorregistration: previous registration
Sep 20, 2010 to Jan 25, 2024factForm ADV
← STEPHEN GLYNN DYERAdvisorregistration: previous registration
Oct 17, 2012 to Mar 31, 2021factForm ADV

Owns (1)

← SADZEWICZ, GERY, JOSEPHOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 13, 2012 to Mar 18, 2024factForm ADV

Controls (2)

← MENGEL, JASON, MICHAELOwnerMANAGING MEMBER, ownership code D, individual
Mar 13, 2012 to Mar 18, 2024factForm ADV
← WEBSTER, DANIEL, RICHARDOwnerMANAGING MEMBER, ownership code D, individual
Mar 13, 2012 to Mar 18, 2024factForm ADV

Dated events

Occurred
Jan 25, 2024
Advisor changed firm
Gery Joseph Sadzewicz left Fusion Capital, Llc for Pactolus (registered 2011-01-29)
Form ADVobserved 4 days ago
Occurred
Mar 20, 2020
Regulatory AUM changed
Fusion Capital, Llc reported RAUM $258.4M, up 82% from $141.7M (2019-10-25 to 2020-03-20)
Form ADVobserved 4 days ago
$117M
Occurred
Apr 17, 2017
First Form ADV filing
Fusion Capital, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bfa6eef2-26ae-5402-6cf1-5638d906d8f9
First observed: Mar 13, 2012
Last observed: Sep 15, 2026 4 days 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.

FUSION CAPITAL, LLC

CRD 154726

MT. PLEASANT, SC

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:bfa6eef2-26ae-5402-6cf1-5638d906d8f9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:31 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DANIEL RICHARD WEBSTER

n/a

N. Myrtle Beach, SC | MT. PLEASANT, SC

CLINT EDWARD MARTIN

n/a

MT. PLEASANT, SC

n/a

MARK RICHARD SHAURETTE

n/a

NORTH CHARLESTON, SC | MT. PLEASANT, SC

JASON MICHAEL MENGEL

Certified Financial Planner

MT. PLEASANT, SC

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MENGEL, JASON, MICHAEL

MANAGING MEMBER

yes

07/2010

Mar 13, 2012

Mar 18, 2024

WEBSTER, DANIEL, RICHARD

MANAGING MEMBER

yes

10/2010

Mar 13, 2012

Mar 18, 2024

SADZEWICZ, GERY, JOSEPH

CHIEF COMPLIANCE OFFICER

09/2010

Mar 13, 2012

Mar 18, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MENGEL FINANCIAL GROUP, LLC

n/a

yes

n/a

WEBSTER FINANCIAL & TAX ADVISORY GROUP

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

NORTH MYRTLE BEACH

United States

Aiken

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$492M

n/a

2024

Mar 5, 2025

$405M

n/a

2023

Mar 18, 2024

$360M

n/a

2022

Mar 28, 2023

$274M

n/a

2021

Feb 23, 2022

$282M

n/a

2020

Mar 10, 2021

$226M

n/a

2019

Mar 20, 2020

$258M

n/a

2018

Mar 21, 2019

$142M

n/a

2017

Mar 27, 2018

$141M

n/a

2011

Mar 13, 2012

$31.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$492M

$405M

21.4%

$274M

21.6%