Julio C Pompa-sinohui
Investment adviser representative at Coppell Advisory Solutions LLC
24 yearsExperience
1 stateRegistered in
$1.1BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Coppell Advisory Solutions LLCJul 2021 to now
- Coppell Advisory Solutions, LLC dba Fusion Capital ManagementJul 2021 to now
- Vg CapitalMay 2010 to now
- Pfs Investments, Inc.Aug 2010 to Jun 2021
- Primerica Financial ServicesMay 2002 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CA).
Coppell Advisory Solutions LLC
Legal name: Fusion Investment Advisors LLC
$1.1BAssets managed
8,850Clients
82Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4643149
- Firm CRD
- 156549