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Managing Member · Fusion Capital, LLC

Jason M. Mengel

CRD 5099803 · Named on Form ADV at one SEC-registered adviser

At a glance

Fusion Capital, LLC, an SEC-registered wealth manager based in Mt. Pleasant, SC with $492 million in regulatory assets, lists Jason M. Mengel on its Form ADV as Managing Member, a control person.

Firms and roles

  • Fusion Capital, LLCManaging MemberWealth manager · Mt. Pleasant, SC · $492M in regulatory assets

AtlasMembers

Jason’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.