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CAPVISOR ASSOCIATES, LLC
CRD 289154File 801-110889
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$633.1M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $633.1M
Clients
25
25 accounts
Employees
6
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 31, 2017
- Principal office
- Not reported
- Phone
- 9736656370
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $633.1M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $633.1M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 25
- Total accounts
- 25
- AUM per client
- $25.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 21 | $610.5M |
| High net worth individuals | Fewer than 5 | $22.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Selection of other advisers
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 27 | 25 | decreased by2 |
| Apr 1, 2026 | AUM | $674,371,349 | $633,146,275 | decreased by$41,225,074 |
| Apr 1, 2026 | Accounts | 27 | 25 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 6 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 28 | 27 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $633,934,316 | $674,371,349 | increased by$40,437,033 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 28 | 27 | decreased by1 |
| Apr 1, 2022 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2022 | Clients | 32 | 28 | decreased by4 |
| Apr 1, 2022 | AUM | $993,206,266 | $633,934,316 | decreased by$359,271,950 |
| Apr 1, 2022 | Accounts | 32 | 28 | decreased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAPVISOR ASSOCIATES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAPVISOR ASSOCIATES” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.