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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vital
- Established Date
- 02-28-2011
- Office Locations
- 57
Office Locations
About Coppell Advisory Solutions LLC
Fusion Capital Management supports entrepreneurial independent advisors—often transitioning from insurance/annuity practices—who want to add investment advisory services and grow recurring, fee-based revenue. The firm offers a tech-enabled, multi-custodial platform for streamlined account opening and operations, plus trading/rebalancing, proprietary models, and access to alternatives such as structured notes and buffered UITs. Unique: a proprietary transition tool and a partner RIA network that can aid pricing, access, and succession.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WAYNE PATRICK FERBERT
Chief Compliance Officer, Managing Member, Senior Managing Director
- CRD
- #4520127
- Ownership
- 5% but less than 10%
Brayden Engel
DIRECTOR OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
Alpha unison
Prime pioneer
- CRD
- #62154
- Ownership
- 30.5%
Showing 2 of 4 owners & executives
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HERMOGENES PORTE ABERO JR
--
- CRD
- #1312402
Mahesvar Aks
--
- CRD
- #8134897
Radial crest
North oak atlas
- CRD
- #80232
Showing 2 of 89 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,102,901,302 | $124,650 |
| Non-Discretionary | $0 | -- |
| Total | $1,102,901,302 | $124,650 |
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Separately Managed Accounts
Total SMA Asset: $1,102,901,302
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $115,116,388 | 6.9% |
| Equity - Exchange | $362,032,699 | 21.7% |
| Cash | $293,630,208 | 17.6% |
| Corporate - Investment Grade | $281,951,733 | 16.9% |
| Derivatives | $210,212,535 | 12.6% |
| Municipal Bonds | $183,518,880 | 11.0% |
| U.S. Government/Agency | $221,891,009 | 13.3% |
| Total | $1,668,353,452 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL ELEMENT | FOCUS RADIAL | MP52BO6KE | BNV | 6.88% | $39,334,204 |
| SIGNAL QUANTUM VITAL | NORTH PIONEER | O71L9F8LE | EDCLT | 8.00% | $32,209,116 |
| ZENITH VALUE | VERTEX CATALYST | I9MUVQA5T | GGW | 6.50% | $51,980,434 |
| FUSION OAK VALUE | NORTH PIONEER | ICSYGH87K | JNCU | 3.74% | $115,865,634 |
| OAK ZENITH UNISON | SUMMIT QUANTUM | IJ3GT1X9B | VVI | 6.92% | $84,905,878 |
| BEACON ATLAS | QUANTUM LEGACY | FHH26GGH0 | QCVO | 4.30% | $20,833,767 |
| OPTIMA QUANTUM | SIGNAL VECTOR | JBEI5GW3T | MIQKN | 11.51% | $1,184,735 |
| CAPITAL VERTEX INSIGHT | VITAL QUANTUM | 7XZ47X77U | QGXP | 5.05% | $55,032,311 |