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EMVISION CAPITAL ADVISORS, LLC
CRD 337827 · SEC 801-134253
251 W. GARFIELD RD., SUITE 155, AURORA, OH, 44202, United States
Phone
330-954-3770
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$176.4M
Discretionary AUM
$176.4M
Team
14 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 381 | $83.5M |
| High net worth individuals | 48 | $92.9M |
States served
IL, IN, MI, NE, NC, OH, OR, PA, SC, TN, VA, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD