# Envision Capital Management Inc

> Envision Capital Management Inc is an SEC-registered investment advisory firm, registered since 1995, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 107150
- Filed as: ENVISION CAPITAL MANAGEMENT INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107150
- AdvisorCensus page: https://advisorcensus.com/firm/envision-capital-management-inc-107150

## Quick answers

**How is Envision Capital Management Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Envision Capital Management Inc reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Envision Capital Management Inc registered with the SEC or a state?**
Envision Capital Management Inc is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 107150.

**How much does Envision Capital Management Inc manage?**
Envision Capital Management Inc reports $334,050,000 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (100% discretionary).

**How have Envision Capital Management Inc's assets and staff changed since 2021?**
In the Form ADV data for Envision Capital Management Inc: Regulatory assets under management: $394,108,781 in the October 2021 data and $334,050,000 in the October 2026 data, down 15%. Total employees: 1 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Envision Capital Management Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (226).

**Which custodians does Envision Capital Management Inc use?**
Envision Capital Management Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists 1945 Northwestern Drive EL Paso, Texas 79912 as a custodian holding 10% or more of its separately managed account assets.

**Does Envision Capital Management Inc 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/107150

**What changed in Envision Capital Management Inc's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 1 to 2.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- 1945 Northwestern Drive EL Paso, Texas 79912

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: $334,050,000
- Discretionary: $334,050,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 226 | $334,050,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1995 (31 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, IL, MA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- envisioncap.com
- envisioncap.wordpress.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $394,108,781 | 1 | February 12, 2021 |
| October 2022 | $383,428,070 | 1 | February 2, 2022 |
| October 2023 | $353,723,217 | 2 | March 1, 2023 |
| October 2024 | $358,310,983 | 2 | February 6, 2024 |
| October 2025 | $341,600,000 | 2 | March 7, 2025 |
| October 2026 | $334,050,000 | 2 | February 17, 2026 |

Regulatory assets under management: $394,108,781 in the October 2021 data and $334,050,000 in the October 2026 data, down 15%.
Total employees: 1 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 1 to 2.

### January 2026
- No longer registered or notice-filed in AZ, NV, NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Envision Capital Management Inc (CRD 107150): Form ADV filing data as of October 2026.