FUSION CAPITAL, LLC

← Back to list

UUID0c299f12-3c43-5df3-a2da-cc050d88b626

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:51

Updated2025-10-23 02:24:35

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	154726	154726	—	1.0
sec_file_number	801-110473	801-110473	—	—

Profile

Websitehttps://www.linkedin.com/in/dan-webster-3214628/

HQ CityMT. PLEASANT

HQ StateSC

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)405,416,172.0
RAUM (discretionary)405,416,172.0
Actionable assets240,465,670.0
Accounts1,809.0

Institutional Clients

Government AUM0.0
Pension AUM0.0
Charitable AUM0.0
HNW AUM240,465,670.0

As of 2025-03-05 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
MENGEL, JASON, MICHAEL	MANAGING MEMBER	OFFICER	—	{"filing_id": "2015279", "owner_id": "5099803", "source": "adv_part1", "table": "Schedule_A_B"}
WEBSTER, DANIEL, RICHARD	MANAGING MEMBER	OFFICER	—	{"filing_id": "2015279", "owner_id": "5464146", "source": "adv_part1", "table": "Schedule_A_B"}
SADZEWICZ, GERY, JOSEPH	CHIEF COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2015279", "owner_id": "1090963", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

MENGEL, JASON, MICHAEL

MANAGING MEMBER

OFFICER

—

{"filing_id": "2015279", "owner_id": "5099803", "source": "adv_part1", "table": "Schedule_A_B"}

WEBSTER, DANIEL, RICHARD

MANAGING MEMBER

OFFICER

—

{"filing_id": "2015279", "owner_id": "5464146", "source": "adv_part1", "table": "Schedule_A_B"}

SADZEWICZ, GERY, JOSEPH

CHIEF COMPLIANCE OFFICER

EMPLOYEE

—

{"filing_id": "2015279", "owner_id": "1090963", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:35 • csv
```
{
  "date_submitted": "09/10/2025 11:11:19 AM",
  "filing_id": "2015279",
  "reg_type": "IA"
}
```

FUSION CAPITAL, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1