Calvin Marshall Rutledge
Investment adviser representative at Coppell Advisory Solutions LLC
22 yearsExperience
2 statesRegistered 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
22 years in the industry.
- Coppell Advisory Solutions LLCJan 2019 to now
- Fusion Capital ManagementJan 2019 to now
- Cr Financial Group, LLC dba RutledgeJun 2004 to now
- Royal Fund Management, LLCFeb 2015 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (MO, NH).
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
- 4666552
- Firm CRD
- 156549