SMITH COMPANY FINANCIAL ADVISORS / FUSION FUNDS

SMITH COMPANY FINANCIAL ADVISORS / FUSION FUNDS of SHERIDAN, WY is an SEC-registered investment adviser (CRD 125488). Regulatory assets under management: $400K.

Registration

• CRD: 125488
• Type: Registered investment adviser
• Location: 30 N GOULD ST #34263, SHERIDAN, WY, 82801
• Phone: 949-415-5305
• Latest filing: 2025-12-21
• Regulatory AUM: $400K
• Non-discretionary AUM: $400K
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Pensions, Charities, Corporations, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125488 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search