Overview
Assets Under Management: $176 million
Headquarters: AURORA, OH
High-Net-Worth Clients: 48
Average Client Assets: $1.9 million
Frequently Asked Questions
EMVISION CAPITAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #337827), EMVISION CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
EMVISION CAPITAL ADVISORS, LLC is headquartered in AURORA, OH.
EMVISION CAPITAL ADVISORS, LLC serves 48 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, EMVISION CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
EMVISION CAPITAL ADVISORS, LLC manages $176 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, EMVISION CAPITAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.66%
Average Client Assets: $1.9 million
Total Client Accounts: 429
Discretionary Accounts: 429
Regulatory Filings
CRD Number: 337827
Filing ID: 2073370
Last Filing Date: 2026-03-20 16:06:13