DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Coppell Advisory Solutions LLC
Legal name Fusion Investment Advisors LLC
Latest filing Mar 25, 2026
First filing on the tape Nov 17, 2011 · 87 filings
SEC status approved since Feb 28, 2011
RAUM
$1.1B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$1.1B individuals and HNW
Advisors
84
registered through the firm on IAPD
RAUM per advisor
$13.1M
derived; firm RAUM over IAPD count
Employees
87
77 advisory (5.B.1)
Offices
24
beyond the principal office
Private funds
0
reported on Schedule D
History
87 filings and snapshots on the tape
RAUM$1.1B as of Mar 25, 2026
Mar 30, 2012$40.1M then
HNW client RAUM$289M as of Mar 25, 2026
Feb 28, 2018$63.2M then
State-registered IARs (5.B.3)87 as of Mar 25, 2026
Mar 30, 20120 then
Employees (5.A)87 as of Mar 25, 2026
Mar 28, 201325 then
Private funds: no history
RAUM +2.3% over the last fiscal year+28% a year over threeIARs 77 to 87
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
Archetypes, each a printed rule
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- RAUM per advisor
- $13.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 107derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.9MderivedHNW RAUM over HNW clients
- Average account
- $124,650derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 3.3derived25 offices incl. principal (1.F.5)
- RAUM growth, one year
- +2.3%derivedbetween the last two annual amendments
- Advisor growth, one year
- +13%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -5.2%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates non-employees for client referrals (8.G.2)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$814M74%
- High-net-worth individuals$289M26%
- Individual clients
- 8,695reported
- HNW clients
- 153reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 8,848reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0derived
Advisors registered through the firm
83 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Anthony Francis Apollaro | Coppell, Tx | Nov 17, 2011 | 19 y | 3 |
| Daniel Walter Donihue | Castiac, Ca | Sep 17, 2012 | 28 y | 5 |
| Justin Francis Carlson | Surprise, Az | Nov 7, 2012 | 18 y | 1 |
| Steven Scott Delaney | Chalfont, Pa | Jan 14, 2013 | 29 y | 0 |
| Daniel William Dubyk | Wyndmoor, Pa | Mar 26, 2013 | 38 y | 0 |
| Thomas Vincent MeagliaChartered Financial Consultant | La Verne, Ca | Apr 3, 2013 | 42 y | 1 |
| Donald Paul GoernerCertified Financial Planner | Dallas, Tx | Sep 18, 2017 | 23 y | 3 |
| Brandon John Peterson | Gainesville, Fl | Apr 10, 2018 | 19 y | 0 |
| Calvin Marshall Rutledge | Poplar Bluff, Mo | Jan 29, 2019 | 23 y | 7 |
| Jason M Cillo | Milford, Nh | Jun 14, 2019 | 19 y | 3 |
| Michael Emmett Williams | New Castle, Pa | Jun 14, 2019 | 38 y | 6 |
| Justin Charles Koehler | Omaha, Ne | Aug 14, 2019 | 18 y | 0 |
| Michael Paul MallCertified Financial Planner | Cherry Hill, Nj | Aug 22, 2019 | 23 y | 2 |
| Daniel Michael Swantek | Omaha, Ne | Aug 30, 2019 | 15 y | 0 |
| John K Wessels | Houston, Tx | Oct 2, 2020 | 24 y | 0 |
| Philip Gilbert Garcia | Stockton, Ca | Oct 16, 2020 | 18 y | 2 |
| John Matthew Peterson | Stockton, Ca | Oct 19, 2020 | 17 y | 1 |
| Robert Hubbard TrowbridgeChartered Financial Consultant | Charles Town, Wv | Dec 17, 2020 | 31 y | 5 |
| Hermogenes Porte Abero | Elk Grove, Ca | Jul 28, 2021 | 10 y | 0 |
| Julio C Pompa-Sinohui | Dallas, Tx | Jul 28, 2021 | 24 y | 0 |
| Maria Regina Inciong Alvis | Stockton, Ca | Jul 28, 2021 | 10 y | 0 |
| Elizabeth Madayag Cacanindin | Dallas, Tx | Aug 10, 2021 | 22 y | 0 |
| Herson Royce Labuni Taasin | Dallas, Tx | Aug 10, 2021 | 16 y | 0 |
| Cecilia Pena | Stockton, Ca | Aug 12, 2021 | 31 y | 1 |
| Shaun Francis Moynihan | Dallas, Tx | Oct 15, 2021 | 24 y | 6 |
| Kevin Patrick Felty | Norfolk, Va | Dec 21, 2021 | 29 y | 0 |
| Roy Laroza Ramos | Stockton, Ca | Jan 5, 2022 | 24 y | 0 |
| Terrence Corpuz Asuncion | Dallas, Tx | Feb 8, 2022 | 15 y | 0 |
| Joseph Patrick Roop | Dallas, Tx | Mar 2, 2022 | 30 y | 5 |
| Thomas James Machowski | Dallas, Tx | Apr 7, 2022 | 23 y | 0 |
| Ethan Ball | Dallas, Tx | Apr 25, 2022 | 12 y | 0 |
| Curtis Jeffery Stephens | Dallas, Tx | Aug 2, 2022 | 11 y | 1 |
| Eric Peter Weschke | East Setauket, Ny | Sep 8, 2022 | 32 y | 2 |
| Miguel Angel Hernandez | South Pasadena, Ca | Sep 8, 2022 | 28 y | 2 |
| Caroline Grace Rakness | Dallas, Tx | Sep 23, 2022 | 25 y | 4 |
| Pamela Harlan Wilson | Dallas, Tx | Sep 23, 2022 | 36 y | 2 |
| Tracy B Coffman | Austin, Tx | Jan 5, 2023 | 19 y | 3 |
| Leo Magpantay Biscocho | Dallas, Tx | Apr 21, 2023 | 28 y | 0 |
| Taylor Dean LeeCertified Financial Planner | Belmont, Nc | May 22, 2023 | 12 y | 2 |
| Karen Meyer Holland | Dallas, Tx | Jun 1, 2023 | 33 y | 8 |
Advisor movement
19 left, 13 joined in 12 months
net -6 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 23% of current headcount40 left over 36 months
Left, latest
- Brian Joseph Bartold to Signal Advisors Wealth, LLCApr 29, 2026 · RIA to RIA
- Tiffany Anne Young to Signal Advisors Wealth, LLCApr 29, 2026 · RIA to RIA
- Scott Clifford Grover to Triad Wealth Partners, LLCMar 6, 2026 · RIA to RIA
- Devin Warren Choules to Gibbs Wealth Management, LLCMar 6, 2026 · RIA to RIA
- Loyd Lamar Beacham to Pnc Wealth ManagementMar 4, 2026 · RIA to affiliated broker-dealer or bank
- John Charles Clement to Triad Wealth Partners, LLCFeb 25, 2026 · RIA to RIA
- Jon Rhen Brown to Triad Wealth Partners, LLCFeb 25, 2026 · RIA to RIA
- Nicolas John Pesci to Triad Wealth Partners, LLCFeb 25, 2026 · RIA to RIA
- Jason Lee Goold to Triad Wealth Partners, LLCFeb 25, 2026 · RIA to RIA
- Craig Steven Sullivan to Visionary Wealth Management, LLCJan 22, 2026 · Other
- Jessica Eden Sicking to Triad Wealth Partners, LLCJan 22, 2026 · RIA to RIA
- Jeffrey Alan Heybrock to Virtue Capital Management, LLCJan 14, 2026 · RIA to RIA
- Terence K Brown to Triad Wealth Partners, LLCDec 22, 2025 · RIA to RIA
- Gage Clay Ross to Ross Wealth Group, LLCDec 22, 2025 · RIA to a state-registered adviser
- Jonah Stuart Tivey to Bella Wealth Management, LLCDec 9, 2025 · RIA to a state-registered adviser
Joined, latest
- Everett Cole Franks from Integrated Advisors Network LLCApr 10, 2026 · RIA to RIA
- Stephen Douglas Norton from Cambridge Investment Research Advisors, Inc.Mar 25, 2026 · Affiliated broker-dealer or bank to independent RIA
- Brian Seidenwand from Charles Schwab & Co., Inc.Jan 23, 2026 · Affiliated broker-dealer or bank to independent RIA
- Nickles Gregory Spryn from Marmo Financial Group, LLCJan 13, 2026 · RIA to RIA
- Jonathan Patrick Dobson from Bankers Life Advisory Services, Inc.Jan 7, 2026 · Affiliated broker-dealer or bank to independent RIA
- Dustin P Rollins from Vann Equity Management LLCJan 1, 2026 · RIA to RIA
- Joshua Karl Greenberg from Motiv8 Investments LLCJan 1, 2026 · Other
- Eugene Robert Pender from SpcJan 1, 2026 · Other
- Billie Lavelle Odom from LPL Financial LLCJan 1, 2026 · Affiliated broker-dealer or bank to independent RIA
- Kirandeep Kaur from Edward JonesJan 1, 2026 · Affiliated broker-dealer or bank to independent RIA
- Emerita Agtual Flores from Global Asset Management GroupJan 1, 2026 · Other
- Anton James Anderson from Onyx Bridge Wealth Group LLCDec 9, 2025 · RIA to RIA
- Adam Raymond Carroll from Strategic Advisers LLCDec 1, 2025 · Affiliated broker-dealer or bank to independent RIA
- Gary Watts from Wealth Enhancement Advisory Services, LLCSep 2, 2025 · Affiliated broker-dealer or bank to independent RIA
- Nicholas Antonio Lopez from Retirement Planners Of AmericaAug 14, 2025 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Triad Wealth Partners, LLCFeb 25, 2026 · Dallas, Tx
- 3 left for Triad Wealth Partners, LLCFeb 25, 2026 · Orem, Ut
- 2 left for Triad Wealth Partners, LLCDec 9, 2025 · Dallas, Tx
- 5 left for Reliance Wealth ManagementJul 24, 2025 · Dallas, Tx
- 2 left for Independent Advisor Alliance, LLCAug 15, 2023 · Charleston, Sc
- 2 left for Gradient Advisors, LLCJan 27, 2020 · Brighton, Mi
- 2 left for Mach-1 Financial Group, LLCDec 26, 2019 · Bentonville, Ar
- 2 joined from Global Asset Management GroupNov 30, 2020 · Winter Springs, Fl
- 2 joined from Eagle Financial Advisors, LLCJan 4, 2019 · Frisco, Tx
- 2 joined from Ae Wealth Management, LLCJul 10, 2018 · Midland, Mi
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Bradley Bryce Engel · Chief Executive Officercontrolsince 10/2017 · owns less than 5%
- Bradley Bryce Engel · Managing Membercontrolsince 10/2017 · owns 25% to 50% of Sc Group, LLC
- Sherali Asiff Hirji · Membercontrolsince 10/2017 · owns 25% to 50% of Sc Group, LLC
- Brayden Engel · Director Of Operationssince 06/2025 · owns less than 5%
- Patrick Wayne Ferbert · Non- Managing Membersince 04/2024 · owns 5% to 10%
- Thomas Robert Pujia · Chief Operations Officersince 10/2017 · owns less than 5%
- Kimberly Laura Wajs · Ccosince 08/2022 · owns less than 5%
Entity owners
- Sc Group, LLC · Managing Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Dallas, Tx · principal | 62 | 15 | 9 | 2 | |
| Belmont, Nc | 12 | 4 | 0 | ||
| Stockton, Ca | 11 | 1 | 0 | ||
| Cedar Rapids, Ia | 4 | 1 | 0 | ||
| Meridian, Id | 3 | 1 | 0 | ||
| Alton, Il | 2 | 1 | 0 | ||
| Austin, Tx | 2 | 0 | 0 | ||
| Beverly Hills, Ca | 2 | 0 | 0 | ||
| Milford, Nh | 2 | 1 | 0 | ||
| Oklahoma City, Ok | 2 | 0 | 0 | ||
| Omaha, Ne | 2 | 0 | 0 | ||
| San Diego, Ca | 2 | 1 | 0 | ||
| Walnut Creek, Ca | 2 | 1 | 0 | ||
| Arlington, Tx | 1 | 0 | 1 | ||
| Livonia, Mi | 0 | 0 | 1 | ||
| Roswell, Ga | 0 | 0 | 1 | ||
| Philadelphia, Pa | 0 | 0 | 0 | ||
| Plainview, Ny | 0 | 0 | 0 | ||
| Plano, Tx | 0 | 0 | 1 | ||
| San Antonio, Tx | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Belmont, NC5 employees
- Cherry Hill, NJ2 employees
- San Antonio, TX2 employees
- Oklahoma City, OK2 employees
- Livonia, MI2 employees
- Logan, UT2 employees
- Nashua, NH1 employees
- Orem, UT1 employees
- Plano, TX1 employees
- Reno, NV1 employees
- Roswell, GA1 employees
- Southlake, TX1 employees
- Temecula, CA1 employees
- Austin, TX1 employees
- , 1 employees
- Cary, NC1 employees
- Forney, TX1 employees
- La Verne, CA1 employees
- Lansing, MI1 employees
- Logan, UT1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Mar 25, 2026HIRJI, ASIFF, SHERALI (MEMBER) left Schedule A between the filings of 2022-08-31 and 2026-03-25peers: independent wealth managers, $1B to $5B (1,360)
What changed
consecutive filings, newest first
- Accounts · 9,334 to 8,848Sep 9, 2025 to Mar 25, 2026
- BD registered reps · 3 to 2Sep 9, 2025 to Mar 25, 2026
- HNW clients · 176 to 153Sep 9, 2025 to Mar 25, 2026
- Individual clients · 9,158 to 8,695Sep 9, 2025 to Mar 25, 2026
- Employees · 77 to 87Sep 9, 2025 to Mar 25, 2026
- State-registered IARs · 77 to 87Sep 9, 2025 to Mar 25, 2026
- Discretionary RAUM · $1.1B to $1.1BSep 9, 2025 to Mar 25, 2026
- HNW RAUM · $311M to $289MSep 9, 2025 to Mar 25, 2026
- Individual RAUM · $767M to $814MSep 9, 2025 to Mar 25, 2026
- RAUM · $1.1B to $1.1BSep 9, 2025 to Mar 25, 2026
- Accounts · 7,997 to 9,334Nov 1, 2024 to Mar 26, 2025
- Advisory employees · 76 to 77Nov 1, 2024 to Mar 26, 2025
- BD registered reps · 2 to 3Nov 1, 2024 to Mar 26, 2025
- HNW clients · 119 to 176Nov 1, 2024 to Mar 26, 2025
- Individual clients · 7,878 to 9,158Nov 1, 2024 to Mar 26, 2025
- Employees · 76 to 77Nov 1, 2024 to Mar 26, 2025
- Insurance-licensed employees · 3 to 1Nov 1, 2024 to Mar 26, 2025
- Financial planning clients · 11-25 to 11-25Nov 1, 2024 to Mar 26, 2025
- State-registered IARs · 76 to 77Nov 1, 2024 to Mar 26, 2025
- Discretionary RAUM · $850M to $1.1BNov 1, 2024 to Mar 26, 2025
- HNW RAUM · $207M to $311MNov 1, 2024 to Mar 26, 2025
- Individual RAUM · $642M to $767MNov 1, 2024 to Mar 26, 2025
- RAUM · $850M to $1.1BNov 1, 2024 to Mar 26, 2025
- Accounts · 5,646 to 7,997Oct 12, 2023 to Mar 27, 2024
- Advisory employees · 74 to 76Oct 12, 2023 to Mar 27, 2024
- HNW clients · 73 to 119Oct 12, 2023 to Mar 27, 2024
- Individual clients · 5,573 to 7,878Oct 12, 2023 to Mar 27, 2024
- Employees · 81 to 76Oct 12, 2023 to Mar 27, 2024
- State-registered IARs · 75 to 76Oct 12, 2023 to Mar 27, 2024
- Other offices · 57 to 24Oct 12, 2023 to Mar 27, 2024
- Discretionary RAUM · $530M to $850MOct 12, 2023 to Mar 27, 2024
- HNW RAUM · $120M to $207MOct 12, 2023 to Mar 27, 2024
- Individual RAUM · $410M to $642MOct 12, 2023 to Mar 27, 2024
- RAUM · $530M to $850MOct 12, 2023 to Mar 27, 2024
- Related adviser · true to falseOct 12, 2023 to Mar 27, 2024
- Wrap assets (manager) · 0.0 to unsetOct 12, 2023 to Mar 27, 2024
- Wrap assets (sponsor) · 0.0 to unsetOct 12, 2023 to Mar 27, 2024
- Accounts · 3,566 to 5,646Sep 1, 2022 to Mar 29, 2023
- Advisory employees · 68 to 74Sep 1, 2022 to Mar 29, 2023
- BD registered reps · 1 to 2Sep 1, 2022 to Mar 29, 2023
Signals
60 dated events
- Thomas James Machowski no longer holds an investment adviser registration (last listed at Coppell Advisory Solutions Llc on the 2026-09-14 feed)Sep 14, 2026 · Advisor registration ended · derived
- Brian Joseph Bartold left Coppell Advisory Solutions Llc for Signal Advisors Wealth, Llc (registered 2026-04-16)Apr 29, 2026 · Advisor changed firm · fact
- Tiffany Anne Young left Coppell Advisory Solutions Llc for Signal Advisors Wealth, Llc (registered 2026-04-16)Apr 29, 2026 · Advisor changed firm · fact
- Devin Warren Choules left Coppell Advisory Solutions Llc for Gibbs Wealth Management, Llc (registered 2020-07-08)Mar 6, 2026 · Advisor changed firm · fact
- Scott Clifford Grover left Coppell Advisory Solutions Llc for Triad Wealth Partners, Llc (registered 2025-11-10)Mar 6, 2026 · Advisor changed firm · fact
- Loyd Lamar Beacham left Coppell Advisory Solutions Llc for Pnc Wealth Management (registered 2026-03-26)Mar 4, 2026 · Advisor changed firm · fact
- Nicolas John Pesci left Coppell Advisory Solutions Llc for Triad Wealth Partners, Llc (registered 2025-10-31)Feb 25, 2026 · Advisor changed firm · fact
- Jason Lee Goold left Coppell Advisory Solutions Llc for Triad Wealth Partners, Llc (registered 2025-11-03)Feb 25, 2026 · Advisor changed firm · fact
- Jon Rhen Brown left Coppell Advisory Solutions Llc for Triad Wealth Partners, Llc (registered 2025-11-03)Feb 25, 2026 · Advisor changed firm · fact
- John Charles Clement left Coppell Advisory Solutions Llc for Triad Wealth Partners, Llc (registered 2025-11-03)Feb 25, 2026 · Advisor changed firm · fact
- 4 advisors left Coppell Advisory Solutions LLC (Orem, UT) for Triad Wealth Partners, LLC within 9 daysFeb 25, 2026 · Team lift-out · derived
- 2 advisors left Coppell Advisory Solutions LLC (Dallas, TX) for Triad Wealth Partners, LLC on the same dayFeb 25, 2026 · Team lift-out · derived
- Jessica Eden Sicking left Coppell Advisory Solutions Llc for Triad Wealth Partners, Llc (registered 2025-10-29)Jan 22, 2026 · Advisor changed firm · fact
- Craig Steven Sullivan left Coppell Advisory Solutions Llc for Visionary Wealth Management, Llc (registered 2021-04-20)Jan 22, 2026 · Advisor changed firm · fact
- Jeffrey Alan Heybrock left Coppell Advisory Solutions Llc for Virtue Capital Management, Llc (registered 2026-01-16)Jan 14, 2026 · Advisor changed firm · fact
- Terence K Brown left Coppell Advisory Solutions Llc for Triad Wealth Partners, Llc (registered 2025-12-22)Dec 22, 2025 · Advisor changed firm · fact
- Gage Clay Ross left Coppell Advisory Solutions Llc for Ross Wealth Group, Llc (registered 2025-08-03)Dec 22, 2025 · Advisor changed firm · fact
- Nicholas Antonio Lopez left Coppell Advisory Solutions Llc for Triad Wealth Partners, Llc (registered 2025-10-29)Dec 9, 2025 · Advisor changed firm · fact
- Jonah Stuart Tivey left Coppell Advisory Solutions Llc for Bella Wealth Management, Llc (registered 2026-01-06)Dec 9, 2025 · Advisor changed firm · fact
- Eric Stallworth left Coppell Advisory Solutions Llc for Bella Wealth Management, Llc (registered 2026-02-06)Dec 9, 2025 · Advisor changed firm · fact
- 2 advisors left Coppell Advisory Solutions LLC (Southlake, TX) for Triad Wealth Partners, LLC within 13 daysDec 9, 2025 · Team lift-out · derived
- Troy Frazier left Coppell Advisory Solutions Llc for Ae Wealth Management, Llc (registered 2025-08-08)Dec 1, 2025 · Advisor changed firm · fact
- Patrick Michael Mueller left Coppell Advisory Solutions Llc for Bella Wealth Management, Llc (registered 2025-05-12)Nov 10, 2025 · Advisor changed firm · fact
- Dillon Kanhalikham left Coppell Advisory Solutions Llc for Key Investment Services Llc (registered 2026-02-19)Aug 25, 2025 · Advisor changed firm · fact
- Colby Jordan Mank left Coppell Advisory Solutions Llc for Mason & Associates, Llc (registered 2026-06-01)Aug 21, 2025 · Advisor changed firm · fact
- Stewart Bruce Leafblad left Coppell Advisory Solutions Llc for Ross Wealth Group, Llc (registered 2024-12-20)Aug 4, 2025 · Advisor changed firm · fact
- Sabrina Lennhoff Brown left Coppell Advisory Solutions Llc for Reliance Wealth Management (registered 2025-02-07)Jul 24, 2025 · Advisor changed firm · fact
- Dana William Dunkelberger left Coppell Advisory Solutions Llc for Reliance Wealth Management (registered 2025-02-04)Jul 24, 2025 · Advisor changed firm · fact
- Anthony Russell Vasquez left Coppell Advisory Solutions Llc for Reliance Wealth Management (registered 2025-02-07)Jul 24, 2025 · Advisor changed firm · fact
- Tyler Robert Dunkelberger left Coppell Advisory Solutions Llc for Reliance Wealth Management (registered 2025-02-07)Jul 24, 2025 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@fusioncm.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 817-888-8720reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/fusion-capital-management-increportedpublic record, Form ADV, Sep 17, 2026
- Website
- FUSIONCM.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 817-888-8020reportedpublic record, Form ADV, Mar 25, 2026
- Contact form
- fusioncm.com/get-in-touchreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- fusioncm.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $13.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026