# Envisionx Capital, LLC

> Envisionx Capital, LLC is a state-registered investment advisory firm in Palo Alto, CA, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 16, 2026.

- CRD: 311431
- Filed as: ENVISIONX CAPITAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Palo Alto, CA
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311431
- AdvisorCensus page: https://advisorcensus.com/firm/envisionx-capital-llc-palo-alto-ca-311431

## Quick answers

**How is Envisionx Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Envisionx Capital, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Envisionx Capital, LLC located?**
Envisionx Capital, LLC's principal office is in Palo Alto, CA, according to its Form ADV.

**Is Envisionx Capital, LLC registered with the SEC or a state?**
Envisionx Capital, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 311431.

**How much does Envisionx Capital, LLC manage?**
Envisionx Capital, LLC reports $1,017,965 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (100% discretionary).

**What types of clients does Envisionx Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4).

**Does Envisionx Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311431

**What changed in Envisionx Capital, LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $839,722 to $1,017,965 (+21%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,017,965
- Discretionary: $1,017,965
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $1,017,965 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- envisionxcapitalllc.com
- LinkedIn @helenzha
- X @helenyzha

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $839,722 to $1,017,965 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Envisionx Capital, LLC (CRD 311431): Form ADV filing data as of October 2026.