# Coppell Advisory Solutions

Coppell Advisory Solutions is a Bank / Wealth / Trust based in Dallas, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Dallas, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** fusioncm.com

## Regulatory record

- **CRD number:** 156549
- **SEC file number:** 801-72171
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/156549

## About

Coppell Advisory Solutions is an SEC-registered investment adviser in Dallas, TX, registered since 2011. The firm manages $1.1 billion in regulatory assets. It has 87 employees and 77 registered investment advisers.

## Questions

### What type of entity is Coppell Advisory Solutions?

Records classify it as an asset owner and wealth manager under the Bank / Wealth / Trust subtype.

### Where is Coppell Advisory Solutions located?

The firm is based in Dallas, United States.

## Related profiles

- [Coppel Capital](https://altss.com/profile/coppel-capital)
- [Copper Beech Financial Group](https://altss.com/profile/copper-beech-financial-group)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/coppell-advisory-solutions

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