{
  "crd_number": 328575,
  "slug": "envisionx-capital-management-llc-palo-alto-ca-328575",
  "primary_business_name": "ENVISIONX CAPITAL MANAGEMENT, LLC",
  "legal_name": "ENVISIONX CAPITAL MANAGEMENT, LLC",
  "dbas": [],
  "city": "Palo Alto",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41940",
  "metro": {
    "cbsa_code": "41940",
    "common_name": "San Jose",
    "msa_name": "San Jose-Sunnyvale-Santa Clara, CA",
    "path": "/advisors/ca/san-jose"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2023-09-22",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://envisionxcapital.com",
    "https://linkedin.com/company/envisionxcapital/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328575",
  "city_as_filed": "PALO ALTO",
  "url": "https://advisorcensus.com/firm/envisionx-capital-management-llc-palo-alto-ca-328575",
  "display_name": "Envisionx Capital Management, LLC",
  "summary": "Envisionx Capital Management, LLC is an exempt reporting adviser in Palo Alto, CA, filing reports since 2023. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Envisionx Capital Management, LLC (CRD 328575): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Envisionx Capital Management, LLC located?",
      "a": "Envisionx Capital Management, LLC's principal office is in Palo Alto, CA, according to its Form ADV."
    },
    {
      "q": "How does Envisionx Capital Management, LLC report to regulators?",
      "a": "Envisionx Capital Management, LLC is an exempt reporting adviser, filing reports since 2023. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 328575."
    },
    {
      "q": "Does Envisionx Capital Management, LLC report any disciplinary disclosures?",
      "a": "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/328575"
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-09-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-02-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-04-01"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/envisionx-capital-management-llc-palo-alto-ca-328575.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328575",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}