AdvisorCensus / Financial advisors / Georgia / Gainesville / Capvisor Associates, LLC
Capvisor Associates, LLC is an SEC-registered investment advisory firm in Gainesville, GA, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.
Quick answers
From the filingHow is Capvisor Associates, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Capvisor Associates, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Capvisor Associates, LLC located?
Capvisor Associates, LLC's principal office is in Gainesville, GA, according to its Form ADV.
Is Capvisor Associates, LLC registered with the SEC or a state?
Capvisor Associates, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289154.
How much does Capvisor Associates, LLC manage?
Capvisor Associates, LLC reports $633,146,275 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (0% discretionary).
How have Capvisor Associates, LLC's assets and staff changed since 2021?
In the Form ADV data for Capvisor Associates, LLC: Regulatory assets under management: $993,206,266 in the October 2021 data and $633,146,275 in the October 2026 data, down 36%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Capvisor Associates, LLC serve?
By number of clients on Form ADV Item 5.D: insurance companies (21); high net worth individuals (4).
Does Capvisor Associates, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289154
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated March 26, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$633,146,275 as of October 2026, filing dated March 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (9 years)
- Employees
- Total: 6. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $633,146,275 | 6 | March 26, 2026 |
| October 2025 | $674,371,349 | 6 | March 4, 2025 |
| October 2024 | $587,451,445 | 6 | March 25, 2024 |
| October 2023 | $601,274,535 | 6 | March 21, 2023 |
| October 2022 | $633,934,316 | 7 | March 23, 2022 |
| October 2021 | $993,206,266 | 6 | March 24, 2021 |
Regulatory assets under management: $993,206,266 in the October 2021 data and $633,146,275 in the October 2026 data, down 36%.
Total employees: 6 in October 2021 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Capvisor Associates, LLC (CRD 289154): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/capvisor-associates-llc-gainesville-ga-289154