FUSION INVESTMENT ADVISORS LLC
Legal name: COPPELL ADVISORY SOLUTIONS LLC
CRD #156549 SEC #801-72171 DALLAS, TX 817-888-8020
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
77
Clients
11
Accounts
9,334
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.1B | $1.1B | $0 | 77 | 15 |
| Mar 2025 | $1.1B | $1.1B | $0 | 77 | 15 |
| Nov 2024 | $849.6M | $849.6M | $0 | 76 | 15 |
| Jun 2024 | $849.6M | $849.6M | $0 | 76 | 15 |
| Apr 2024 | $849.6M | $849.6M | $0 | 76 | 15 |
| Mar 2024 | $849.6M | $849.6M | $0 | 76 | 15 |
| Oct 2023 | $529.7M | $529.7M | $0 | 81 | 13 |
| Mar 2023 | $529.7M | $529.7M | $0 | 81 | 13 |
| Sep 2022 | $430.7M | $430.7M | $0 | 75 | 30 |
| Aug 2022 | $430.7M | $430.7M | $0 | 75 | 30 |
| Aug 2022 | $430.7M | $430.7M | $0 | 75 | 30 |
| Apr 2022 | $430.7M | $430.7M | $0 | 75 | 30 |
| Mar 2022 | $430.7M | $430.7M | $0 | 75 | 30 |
| Feb 2022 | $383.1M | $383.1M | $0 | 65 | 0 |
| May 2021 | $383.1M | $383.1M | $0 | 65 | 0 |
| Apr 2021 | $383.1M | $383.1M | $0 | 65 | 0 |
| Mar 2021 | $383.1M | $383.1M | $0 | 65 | 0 |
| Mar 2021 | $353.5M | $353.5M | $0 | 56 | 3,274 |
| Nov 2020 | $353.5M | $353.5M | $0 | 56 | 3,274 |
| Nov 2020 | $353.5M | $353.5M | $0 | 56 | 3,274 |
| Oct 2020 | $353.5M | $353.5M | $0 | 56 | 3,274 |
| Jul 2020 | $353.5M | $353.5M | $0 | 56 | 3,274 |
| Jun 2020 | $353.5M | $353.5M | $0 | 56 | 3,274 |
| Mar 2020 | $353.5M | $353.5M | $0 | 56 | 3,274 |
| Sep 2019 | $250.5M | $250.5M | $0 | 56 | 1,442 |
| Sep 2019 | $250.5M | $250.5M | $0 | 56 | 1,442 |
| Mar 2019 | $250.5M | $250.5M | $0 | 56 | 1,442 |
| Jan 2019 | $227.5M | $227.5M | $0 | 48 | 0 |
| Oct 2018 | $227.5M | $227.5M | $0 | 48 | 0 |
| Aug 2018 | $227.5M | $227.5M | $0 | 48 | 0 |
| Aug 2018 | $227.5M | $227.5M | $0 | 48 | 0 |
| Jul 2018 | $227.5M | $227.5M | $0 | 48 | 0 |
| May 2018 | $227.5M | $227.5M | $0 | 48 | 0 |
| Apr 2018 | $227.5M | $227.5M | $0 | 48 | 0 |
| Feb 2018 | $312.1M | $312.1M | $0 | 48 | 1,608 |
| Feb 2018 | $245.3M | $245.3M | $0 | 48 | 1,502 |
| Jan 2018 | $245.3M | $245.3M | $0 | 48 | 1,502 |
| Nov 2017 | $245.3M | $245.3M | $0 | 48 | 1,502 |
| Sep 2017 | $157.9M | $157.9M | $0 | 48 | 1,682 |
| Sep 2017 | $157.9M | $157.9M | $0 | 48 | 1,682 |
| Sep 2017 | $157.9M | $157.9M | $0 | 48 | 1,682 |
| Aug 2017 | $157.9M | $157.9M | $0 | 48 | 1,682 |
| Apr 2017 | $157.9M | $157.9M | $0 | 48 | 1,682 |
| Mar 2017 | $157.9M | $157.9M | $0 | 48 | 1,682 |
| Mar 2017 | $157.9M | $157.9M | $0 | 48 | 1,682 |
| Feb 2017 | $157.9M | $157.9M | $0 | 48 | 1,682 |
| Jul 2016 | $122.7M | $122.7M | $0 | 49 | 1,000 |
| Jun 2016 | $122.7M | $122.7M | $0 | 49 | 1,000 |
| Mar 2016 | $122.7M | $122.7M | $0 | 49 | 1,000 |
| Mar 2016 | $122.7M | $122.7M | $0 | 49 | 1,000 |
| Mar 2016 | $168.6M | $168.6M | $0 | 44 | 11 |
| Feb 2016 | $168.6M | $168.6M | $0 | 44 | 11 |
| Jan 2016 | $168.6M | $168.6M | $0 | 44 | 11 |
| Dec 2015 | $168.6M | $168.6M | $0 | 44 | 11 |
| Aug 2015 | $168.6M | $168.6M | $0 | 44 | 11 |
| Jun 2015 | $168.6M | $168.6M | $0 | 44 | 11 |
| Mar 2015 | $168.6M | $168.6M | $0 | 44 | 11 |
| Feb 2015 | $105.2M | $105.2M | $0 | 30 | 1,000 |
| Mar 2014 | $105.2M | $105.2M | $0 | 30 | 1,000 |
| Feb 2014 | $64M | $64M | $0 | 25 | 400 |
| Feb 2014 | $64M | $64M | $0 | 25 | 400 |
| Oct 2013 | $64M | $64M | $0 | 25 | 400 |
| Aug 2013 | $64M | $64M | $0 | 25 | 400 |
| Jul 2013 | $64M | $64M | $0 | 25 | 400 |
| Mar 2013 | $64M | $64M | $0 | 25 | 400 |
| Feb 2013 | $40.1M | $40.1M | $0 | 10 | 26 |
| Jan 2013 | $40.1M | $40.1M | $0 | 10 | 26 |
| Nov 2012 | $40.1M | $40.1M | $0 | 10 | 26 |
| Aug 2012 | $40.1M | $40.1M | $0 | 1 | 26 |
| Apr 2012 | $40.1M | $40.1M | $0 | 1 | 26 |
| Mar 2012 | $40.1M | $40.1M | $0 | 1 | 26 |
| Mar 2012 | $26.1M | $26.1M | $0 | 1 | 0 |
| Mar 2012 | $26.1M | $26.1M | $0 | 1 | 0 |
| Feb 2012 | $26.1M | $26.1M | $0 | 1 | 0 |
| Jan 2012 | $26.1M | $26.1M | $0 | 1 | 0 |
| Nov 2011 | $26.1M | $26.1M | $0 | 1 | 0 |
| Jul 2011 | $26.1M | $26.1M | $0 | 5 | -- |
| Jun 2011 | $26.1M | $26.1M | $0 | 5 | -- |
| Jun 2011 | $26.1M | $26.1M | $0 | 5 | -- |
| Jun 2011 | $26.1M | $26.1M | $0 | 5 | -- |
| Feb 2011 | $0 | $0 | $0 | 5 | -- |
| Feb 2011 | $0 | $0 | $0 | 5 | -- |
DateSep 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees77
Clients15
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees77
Clients15
DateNov 2024
Total AUM$849.6M
Discretionary$849.6M
Non-Disc.$0
Employees76
Clients15
DateJun 2024
Total AUM$849.6M
Discretionary$849.6M
Non-Disc.$0
Employees76
Clients15
DateApr 2024
Total AUM$849.6M
Discretionary$849.6M
Non-Disc.$0
Employees76
Clients15
DateMar 2024
Total AUM$849.6M
Discretionary$849.6M
Non-Disc.$0
Employees76
Clients15
DateOct 2023
Total AUM$529.7M
Discretionary$529.7M
Non-Disc.$0
Employees81
Clients13
DateMar 2023
Total AUM$529.7M
Discretionary$529.7M
Non-Disc.$0
Employees81
Clients13
DateSep 2022
Total AUM$430.7M
Discretionary$430.7M
Non-Disc.$0
Employees75
Clients30
DateAug 2022
Total AUM$430.7M
Discretionary$430.7M
Non-Disc.$0
Employees75
Clients30
DateAug 2022
Total AUM$430.7M
Discretionary$430.7M
Non-Disc.$0
Employees75
Clients30
DateApr 2022
Total AUM$430.7M
Discretionary$430.7M
Non-Disc.$0
Employees75
Clients30
DateMar 2022
Total AUM$430.7M
Discretionary$430.7M
Non-Disc.$0
Employees75
Clients30
DateFeb 2022
Total AUM$383.1M
Discretionary$383.1M
Non-Disc.$0
Employees65
Clients0
DateMay 2021
Total AUM$383.1M
Discretionary$383.1M
Non-Disc.$0
Employees65
Clients0
DateApr 2021
Total AUM$383.1M
Discretionary$383.1M
Non-Disc.$0
Employees65
Clients0
DateMar 2021
Total AUM$383.1M
Discretionary$383.1M
Non-Disc.$0
Employees65
Clients0
DateMar 2021
Total AUM$353.5M
Discretionary$353.5M
Non-Disc.$0
Employees56
Clients3,274
DateNov 2020
Total AUM$353.5M
Discretionary$353.5M
Non-Disc.$0
Employees56
Clients3,274
DateNov 2020
Total AUM$353.5M
Discretionary$353.5M
Non-Disc.$0
Employees56
Clients3,274
DateOct 2020
Total AUM$353.5M
Discretionary$353.5M
Non-Disc.$0
Employees56
Clients3,274
DateJul 2020
Total AUM$353.5M
Discretionary$353.5M
Non-Disc.$0
Employees56
Clients3,274
DateJun 2020
Total AUM$353.5M
Discretionary$353.5M
Non-Disc.$0
Employees56
Clients3,274
DateMar 2020
Total AUM$353.5M
Discretionary$353.5M
Non-Disc.$0
Employees56
Clients3,274
DateSep 2019
Total AUM$250.5M
Discretionary$250.5M
Non-Disc.$0
Employees56
Clients1,442
DateSep 2019
Total AUM$250.5M
Discretionary$250.5M
Non-Disc.$0
Employees56
Clients1,442
DateMar 2019
Total AUM$250.5M
Discretionary$250.5M
Non-Disc.$0
Employees56
Clients1,442
DateJan 2019
Total AUM$227.5M
Discretionary$227.5M
Non-Disc.$0
Employees48
Clients0
DateOct 2018
Total AUM$227.5M
Discretionary$227.5M
Non-Disc.$0
Employees48
Clients0
DateAug 2018
Total AUM$227.5M
Discretionary$227.5M
Non-Disc.$0
Employees48
Clients0
DateAug 2018
Total AUM$227.5M
Discretionary$227.5M
Non-Disc.$0
Employees48
Clients0
DateJul 2018
Total AUM$227.5M
Discretionary$227.5M
Non-Disc.$0
Employees48
Clients0
DateMay 2018
Total AUM$227.5M
Discretionary$227.5M
Non-Disc.$0
Employees48
Clients0
DateApr 2018
Total AUM$227.5M
Discretionary$227.5M
Non-Disc.$0
Employees48
Clients0
DateFeb 2018
Total AUM$312.1M
Discretionary$312.1M
Non-Disc.$0
Employees48
Clients1,608
DateFeb 2018
Total AUM$245.3M
Discretionary$245.3M
Non-Disc.$0
Employees48
Clients1,502
DateJan 2018
Total AUM$245.3M
Discretionary$245.3M
Non-Disc.$0
Employees48
Clients1,502
DateNov 2017
Total AUM$245.3M
Discretionary$245.3M
Non-Disc.$0
Employees48
Clients1,502
DateSep 2017
Total AUM$157.9M
Discretionary$157.9M
Non-Disc.$0
Employees48
Clients1,682
DateSep 2017
Total AUM$157.9M
Discretionary$157.9M
Non-Disc.$0
Employees48
Clients1,682
DateSep 2017
Total AUM$157.9M
Discretionary$157.9M
Non-Disc.$0
Employees48
Clients1,682
DateAug 2017
Total AUM$157.9M
Discretionary$157.9M
Non-Disc.$0
Employees48
Clients1,682
DateApr 2017
Total AUM$157.9M
Discretionary$157.9M
Non-Disc.$0
Employees48
Clients1,682
DateMar 2017
Total AUM$157.9M
Discretionary$157.9M
Non-Disc.$0
Employees48
Clients1,682
DateMar 2017
Total AUM$157.9M
Discretionary$157.9M
Non-Disc.$0
Employees48
Clients1,682
DateFeb 2017
Total AUM$157.9M
Discretionary$157.9M
Non-Disc.$0
Employees48
Clients1,682
DateJul 2016
Total AUM$122.7M
Discretionary$122.7M
Non-Disc.$0
Employees49
Clients1,000
DateJun 2016
Total AUM$122.7M
Discretionary$122.7M
Non-Disc.$0
Employees49
Clients1,000
DateMar 2016
Total AUM$122.7M
Discretionary$122.7M
Non-Disc.$0
Employees49
Clients1,000
DateMar 2016
Total AUM$122.7M
Discretionary$122.7M
Non-Disc.$0
Employees49
Clients1,000
DateMar 2016
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees44
Clients11
DateFeb 2016
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees44
Clients11
DateJan 2016
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees44
Clients11
DateDec 2015
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees44
Clients11
DateAug 2015
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees44
Clients11
DateJun 2015
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees44
Clients11
DateMar 2015
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees44
Clients11
DateFeb 2015
Total AUM$105.2M
Discretionary$105.2M
Non-Disc.$0
Employees30
Clients1,000
DateMar 2014
Total AUM$105.2M
Discretionary$105.2M
Non-Disc.$0
Employees30
Clients1,000
DateFeb 2014
Total AUM$64M
Discretionary$64M
Non-Disc.$0
Employees25
Clients400
DateFeb 2014
Total AUM$64M
Discretionary$64M
Non-Disc.$0
Employees25
Clients400
DateOct 2013
Total AUM$64M
Discretionary$64M
Non-Disc.$0
Employees25
Clients400
DateAug 2013
Total AUM$64M
Discretionary$64M
Non-Disc.$0
Employees25
Clients400
DateJul 2013
Total AUM$64M
Discretionary$64M
Non-Disc.$0
Employees25
Clients400
DateMar 2013
Total AUM$64M
Discretionary$64M
Non-Disc.$0
Employees25
Clients400
DateFeb 2013
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees10
Clients26
DateJan 2013
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees10
Clients26
DateNov 2012
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees10
Clients26
DateAug 2012
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$26.1M
Discretionary$26.1M
Non-Disc.$0
Employees1
Clients0
DateMar 2012
Total AUM$26.1M
Discretionary$26.1M
Non-Disc.$0
Employees1
Clients0
DateFeb 2012
Total AUM$26.1M
Discretionary$26.1M
Non-Disc.$0
Employees1
Clients0
DateJan 2012
Total AUM$26.1M
Discretionary$26.1M
Non-Disc.$0
Employees1
Clients0
DateNov 2011
Total AUM$26.1M
Discretionary$26.1M
Non-Disc.$0
Employees1
Clients0
DateJul 2011
Total AUM$26.1M
Discretionary$26.1M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$26.1M
Discretionary$26.1M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$26.1M
Discretionary$26.1M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$26.1M
Discretionary$26.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--