Privacy Policy

Fusion Capital (“Fusion Capital,” “we,” “us,” or “our”) respects your privacy and values the trust you place in us. This Privacy Policy explains how we collect, use, disclose, and protect personal information through our website fusioncapitalwm.com (the “Website”) and in connection with our wealth management and investment advisory services.

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This Policy also explains your rights under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), and our compliance with applicable federal privacy laws, including the Gramm-Leach-Bliley Act (GLBA) and SEC Regulation S-P.

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1. Information We Collect

We collect personal information from clients, prospective clients, and visitors to our Website. The information we collect depends on how you interact with us and may include:

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A. Information You Provide to Us

• Contact Information: Name, address, email, phone number.

• Financial Information: Income, assets, investment objectives, account balances, risk tolerance, tax and estate information.

• Identification Information: Date of birth, Social Security number, driver’s license, or other government-issued ID.

• Communications: Information shared during consultations, through our Website, or in correspondence.

 

B. Information Collected Automatically

When you visit our Website, we may automatically collect:

• IP address, browser type, device identifiers, and operating system.

• Website usage data (pages visited, time spent, referral source).

• Cookies and similar technologies for functionality and analytics.

 

You can manage or disable cookies through your browser settings.

 

 

2. How We Use Your Information

We use personal information to:

• Provide and manage investment advisory and financial planning services.

• Maintain and service client accounts.

• Comply with legal, regulatory, and audit obligations.

• Respond to inquiries or requests for information.

• Improve our Website, communications, and services.

• Protect against fraud, unauthorized transactions, or other liabilities.

 

We do not sell personal information.

 

 

3. How We Share Information

Fusion Capital does not sell, rent, or lease client or visitor information. We may share information only in the following circumstances:

• Service Providers: With trusted third parties who assist in operations, such as custodians, compliance consultants, technology providers, and auditors — all bound by confidentiality obligations.

• Legal and Regulatory Disclosures: As required by law, regulation, subpoena, or government request.

• Business Transfers: In connection with a merger, acquisition, or reorganization, as permitted by law.

 

We do not disclose nonpublic personal information about our clients to nonaffiliated third parties, except as permitted by law.

 

 

4. Gramm-Leach-Bliley Act (GLBA) and Regulation S-P Compliance

As a provider of financial advisory services, Fusion Capital is subject to the Gramm-Leach-Bliley Act and SEC Regulation S-P, which govern how financial institutions handle client nonpublic personal information (NPI).

 

We maintain physical, electronic, and procedural safeguards to protect NPI and ensure that:

• We collect only information necessary to provide advisory services.

• We disclose NPI only to nonaffiliated third parties as permitted by law or with client consent.

• We provide clients with our Privacy Notice when a relationship begins and as updated thereafter.

 

 

5. California Privacy Rights (CCPA/CPRA)

This section applies to California residents and covers personal information not already protected by the GLBA (such as Website or marketing data).

California residents have the following rights under state law:

• Right to Know: You may request details about the categories and specific pieces of personal information we have collected about you.

• Right to Delete: You may request deletion of personal information, subject to certain legal and contractual exceptions.

• Right to Correct: You may request correction of inaccurate personal information.

• Right to Limit Use of Sensitive Personal Information: You may direct us to limit use of sensitive data beyond what is necessary to provide our services.

• Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights.

 

To exercise these rights, please contact us at:
Email: connor.brumfield@lpl.com

Phone: 310-528-3421

Mail: Fusion Capital, 410 South Beverly Drive Beverly Hills, CA 90212

 

We may verify your identity before processing a request.

 

 

6. Data Security

We use administrative, technical, and physical safeguards to protect personal information against unauthorized access, disclosure, or misuse. While we strive to protect all data, no online transmission or storage system can be completely secure.

 

 

7. Data Retention

We retain personal information only as long as necessary to provide our services, meet legal or regulatory obligations, and resolve disputes.

 

 

8. Links to Other Websites

Our Website may link to external sites not operated by Fusion Capital. We are not responsible for the privacy practices or content of such third-party sites and encourage you to review their privacy policies.

 

 

9. Children’s Privacy

Our services are intended for adults. We do not knowingly collect personal information from anyone under 18 years of age.

 

 

10. Updates to This Policy

We may update this Privacy Policy periodically to reflect legal, regulatory, or operational changes. Updates will be posted on this page with a revised “Effective Date.”

 

 

11. Contact Us

If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact us:
Email: connor.brumfield@lpl.com
Phone: 310-528-3421
Mail: Fusion Capital, 410 South Beverly Drive Beverly Hills, CA 90212