# Emvision Capital Advisors, LLC

> Emvision Capital Advisors, LLC is an SEC-registered investment advisory firm in Aurora, OH, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 15, 2026.

- CRD: 337827
- Filed as: EMVISION CAPITAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Aurora, OH
- Filing period: October 2026
- Form ADV filing dated: June 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337827
- AdvisorCensus page: https://advisorcensus.com/firm/emvision-capital-advisors-llc-aurora-oh-337827

## Quick answers

**How is Emvision Capital Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Emvision Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Emvision Capital Advisors, LLC located?**
Emvision Capital Advisors, LLC's principal office is in Aurora, OH, according to its Form ADV; the July 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Emvision Capital Advisors, LLC registered with the SEC or a state?**
Emvision Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337827.

**How much does Emvision Capital Advisors, LLC manage?**
Emvision Capital Advisors, LLC reports $176,416,964 in regulatory assets under management in its Form ADV filing dated June 15, 2026 (100% discretionary).

**What types of clients does Emvision Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (381); high net worth individuals (48).

**Which custodians does Emvision Capital Advisors, LLC use?**
Emvision Capital Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark Trust as a custodian holding 10% or more of its separately managed account assets.

**Does Emvision Capital Advisors, 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/337827

**What changed in Emvision Capital Advisors, LLC's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in FL, IL, IN, MI, NC, NE, OR, PA, SC, TN, TX, VA, WV.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Assetmark Trust

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $176,416,964
- Discretionary: $176,416,964
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 381 | $83,510,831 |
| High net worth individuals | 48 | $92,906,133 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 14 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, IN, MI, NC, NE, OH, OR, PA, SC, TN, TX, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Dublin, OH
- Medina, OH
- Mentor, OH

### Websites listed on Form ADV (Item 1.I)
- emvisioncapital.com
- Facebook @EmVisionCapitalAdvisors
- LinkedIn @emvision-capital-advisors

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in FL, IL, IN, MI, NC, NE, OR, PA, SC, TN, TX, VA, WV.

### April 2026
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Regulatory assets under management went from $0 to $176,416,964.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Emvision Capital Advisors, LLC (CRD 337827): Form ADV filing data as of October 2026.