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FUSION ADVISOR

Advisory

SHERIDAN, WY

Data as of Dec 21, 2025 · Source: SEC Form ADV

Average account

$200K

across 2 accounts

AUM per adviser

$400K

1 advisers

Source: SEC Form ADV. Figures as filed Dec 21, 2025.

Total AUM

$400K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$400K

Discretionary AUM$0

Non-Discretionary AUM$400K

Discretionary %0%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndAugust

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WY

Closest by assets under management. All figures from Form ADV.

AFINITIV LLC

SHERIDAN, WY

$271K

+34.5% 1Y

BISHOP, JT

$750K

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