← Directory
CAPVISOR ASSOCIATES, LLC
CRD 289154File 801-110889
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.