CAPVISOR ASSOCIATES, LLC

CRD 289154 · SEC 801-110889

Visit website

GA, United States

Phone

9736656370

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$633.1M

Discretionary AUM

Team

6 total employees; 3 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

Services

Selection of other advisersPublication of periodicalsEducational seminarsTHIRD PARTY MARKETER STRATEGIC ASSET ALLOCATION; BENCHMARK SELECTION; INVESTMENT PLAN DESIGN

Client types

Type	Clients	AUM
High net worth individuals	4	$22.6M
Insurance companies	21	$610.5M

States served

All web addresses on file

HTTP://WWW.CAPVISORASSOCIATES.COM

Official SEC filing: View on IAPD