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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2010
- Office Locations
- 3
Office Locations
About Fusion Capital, LLC
Fusion Capital, LLC is an independent RIA that acts as a family's Chief Investment Officer, coordinating an integrated financial planning and investment management process focused on preserving wealth, legacy, and retirement outcomes. Portfolios emphasize asset allocation using ETFs, mutual funds, and fixed income, with alternatives as appropriate. Uses Black Diamond; custody at Schwab and Fidelity.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JASON MICHAEL MENGEL
Certified Financial Planner, Managing Member
- CRD
- #5099803
- Ownership
- 50% but less than 75%
DANIEL RICHARD WEBSTER
Investment Advisor, Managing Member
- CRD
- #5464146
- Ownership
- 50% but less than 75%
Momentum quantum
Capital timber
- CRD
- #30013
- Ownership
- 36.2%
Showing 2 of 3 owners & executives
Unlock allContacts
CLINT EDWARD MARTIN
Founder, Managing Principal
- CRD
- #6060417
MARK RICHARD SHAURETTE
Financial Advisor
- CRD
- #5445586
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $492,349,073 | $272,921 |
| Non-Discretionary | $0 | -- |
| Total | $492,349,073 | $272,921 |
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Separately Managed Accounts
Total SMA Asset: $492,349,073
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,699,652,824 | 23.4% |
| Public Funds | $1,125,838,409 | 15.5% |
| Cash | $1,757,760,613 | 24.2% |
| Other | $1,677,862,403 | 23.1% |
| Corporate - Investment Grade | $1,002,359,359 | 13.8% |
| Total | $7,263,473,608 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX ELEMENT LEGACY | CATALYST EMBER | RHKE7KA2Z | QEUO | 7.77% | $96,377,677 |
| RADIAL BEACON PIONEER | UNISON FOCUS | MNLKNJ17O | OBTP | 12.09% | $111,167,701 |
| CREST ELEMENT PRIME | CAPITAL UNISON | XYONHDKB9 | FLF | 6.85% | $86,271,191 |
| FOUNDATION HORIZON ATLAS | RIDGE VITAL | 0NRPCZMHR | BEF | 2.05% | $85,506,879 |
| BEACON FUSION QUANTUM | DELTA HARBOR | N1TEFP2H3 | JZDBL | 3.96% | $13,529,681 |
| MOMENTUM EAGLE | QUANTUM FRONTIER | V90Z8SMQE | SNE | 11.57% | $56,796,858 |
| GLACIER CAPITAL | SIGNAL EMBER | RTJUPVSWH | VDHUZ | 6.80% | $43,331,725 |
| INSIGHT EAGLE | FUSION FOCUS | 5BRJCQ8NG | YKWUT | 5.63% | $11,368,720 |