CA
COPPELL ADVISORY SOLUTIONS LLC
SEC RegisteredDALLAS, TXhttps://fusioncm.com817-888-8020
Assets Under Management
$1B–$5B
Employees
87
Office Locations
25 offices
Total Accounts
8848
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 8,695 | $814M |
| High Net Worth Individuals | 153 | $289M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
15 total clients reported on Form ADV.
Leadership
Ryan Joseph Borer
MANAGING MEMBER/CHIEF OPERATING OFFICER
Partners Advantage Insurance Services Llc
MEMBER
Anthony Francis Apollaro
MANAGING MEMBER
Scott Darryl Tietz
MANAGER AND CEO
John Scott Johnson
CHIEF COMPLIANCE OFFICER
Office locations
25 offices in 10 states
TX
DALLASHQ
TX
FORNEY
UT
LOGAN
TX
PLANO
CA
LA VERNE
CA
TEMECULA
NC
BELMONT
OK
OKLAHOMA CITY
NJ
CHERRY HILL
TX
SAN ANTONIO
UT
LOGAN
UT
OREM
GA
ROSWELL
NV
RENO
MI
LANSING
TX
SOUTHLAKE
MI
LIVONIA
NC
CARY
NH
NASHUA
TX
AUSTIN
Advisors at this firm
44 advisors in the directory
Hermogenes Porte Abero
Investment Adviser Representative
Mahesvar Aks
Investment Adviser Representative
Maria Regina Inciong Alvis
Investment Adviser Representative
Anton James Anderson
Investment Adviser Representative
Anthony Francis Apollaro
Investment Adviser Representative
Terrence Corpuz Asuncion
Investment Adviser Representative
Leo Magpantay Biscocho
Investment Adviser Representative
Andrew C Brace
Investment Adviser Representative
Zachary Andrew Brotzman
Investment Adviser Representative
Elizabeth Madayag Cacanindin
Investment Adviser Representative
John Mark Canada
Investment Adviser Representative
Adam Raymond Carroll
Investment Adviser Representative
Tracy B Coffman
Investment Adviser Representative
Daniel Walter Donihue
Investment Adviser Representative
Elizabeth Christian Donihue
Investment Adviser Representative
Amon D Dothard
Investment Adviser Representative
Adam Reid Dowlen
Investment Adviser Representative
Leyne Remigio Fernandez
Investment Adviser Representative
Emerita Agtual Flores
Investment Adviser Representative
Philip Gilbert Garcia
Investment Adviser Representative
Donald Paul Goerner
Investment Adviser Representative
Joshua Karl Greenberg
Investment Adviser Representative
Miguel Angel Hernandez
Investment Adviser Representative
Kirandeep Kaur
Investment Adviser Representative
Tara Khor
Investment Adviser Representative
James Wallace King
Investment Adviser Representative
Thomas Vincent Meaglia
Investment Adviser Representative
Cecilia Pena
Investment Adviser Representative
Eugene Robert Pender
Investment Adviser Representative
Brandon John Peterson
Investment Adviser Representative
John Matthew Peterson
Investment Adviser Representative
Julio C Pompa-Sinohui
Investment Adviser Representative
Caroline Grace Rakness
Investment Adviser Representative
Roy Laroza Ramos
Investment Adviser Representative
Dustin P Rollins
Investment Adviser Representative
Alaina Marie Sanders
Investment Adviser Representative
Dmitry Yurevich Shteynsapir
Investment Adviser Representative
Curtis Jeffery Stephens
Investment Adviser Representative
Herson Royce Labuni Taasin
Investment Adviser Representative
Steven Michael Watkins
Investment Adviser Representative
Gary Watts
Investment Adviser Representative
Eric Peter Weschke
Investment Adviser Representative
John K Wessels
Investment Adviser Representative
Pamela Harlan Wilson
Investment Adviser Representative
Regulatory & compliance
CRD number
#156549
SEC Number
801-72171
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $5,000 (waivable)
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 2.00% |
| Next $500,000 | 1.75% |
| Next $1,500,000 | 1.50% |
| Over $2,500,000 | — |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
fusioncm.comPhone
817-888-8020Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COPPELL ADVISORY SOLUTIONS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.