Wealth manager, independent · Dallas, TX
Coppell Advisory Solutions LLC
Fusion Investment Advisors LLC · SEC-registered investment adviser · CRD 156549 · SEC 801-72171
At a glance
Coppell Advisory Solutions LLC is an SEC-registered investment adviser based in Dallas, Texas, with $1.1B in regulatory assets under management as of its Form ADV filed March 25, 2026. It reports 8,848 individual clients, 153 of them high-net-worth, holding an average of about $0.1 million each, and 87 employees. That ranks it 1001st among the nation’s 5,657 independent wealth management RIAs and 65th of 367 in Texas. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 817-888-8020fusioncm.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.1B
- Rank among independent wealth managers
- #1,001 of 5,657
- Rank among all SEC RIAs
- #5,083 of 17,210
- Rank in Texas
- #65 of 367
- Individual clients
- 8,848
- High-net-worth clients
- 153
- Accounts
- 8,848
- Discretionary
- 100% of AUM
- Employees
- 87
- Advisory staff
- 77
- Offices
- 25
Owners and executives on its Form ADV
- Bryce B. EngelChief Executive Officer
- Laura K. WajsCCO
- Brayden EngelDirector of Operations
- Wayne P. FerbertNon-Managing Member
Custody and brokerage
Broker-dealer
Hybrid RIA
Coppell Advisory Solutions LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Purshe Kaplan Sterling Investments as the broker-dealer its advisers are registered with.
Compensation for the Sale of Investment Products Compensation for the Sale of Securities Certain Associated Persons of Fusion are registered representatives of various broker dealers, including, Purshe Kaplan Sterling Investments ("PKS").
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 8,695 | $814M | 74% |
| High-net-worth individuals | 153 | $289M | 26% |
| Corporations or other businesses | 2 | $0M | 0% |
Disciplinary disclosures
Coppell Advisory Solutions LLC answers yes to 11 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗fusioncm.com ↗
AtlasMembers
The full record on Coppell Advisory Solutions LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 3,299 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Texas
All of Texas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Insight Wealth PartnersPlano | $1.1B | 959 |
| The Clarus GroupHouston | $1.1B | 613 |
| Integrity Advisory SolutionsDallas | $1.1B | 2,387 |
| Austin Wealth Management, LLCAustin | $1.1B | 580 |
| Uptick Partners, LLCNacogdoches | $1.1B | 1,135 |
| Sequent Asset Management, LLCHouston | $1.1B | 314 |
Background
Questions
How much does Coppell Advisory Solutions LLC manage?
Coppell Advisory Solutions LLC reports $1.1B in regulatory assets under management across 8,848 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 25, 2026.
How many clients does Coppell Advisory Solutions LLC have?
It reports 8,848 individual clients: 153 high-net-worth individuals and 8,695 other individuals. Individuals account for about 100% of its regulatory assets.
Where is Coppell Advisory Solutions LLC headquartered?
Its main office is in Dallas, Texas. It reports 25 offices in total and 87 employees, 77 of whom perform investment advisory functions.
How does Coppell Advisory Solutions LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Coppell Advisory Solutions LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 25, 2026, it reports these amounts held: Charles Schwab ($1.1B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Coppell Advisory Solutions LLC a hybrid RIA with a broker-dealer?
Coppell Advisory Solutions LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Coppell Advisory Solutions LLC a fiduciary?
As an SEC-registered investment adviser, Coppell Advisory Solutions LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 2 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Coppell Advisory Solutions LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →