FINANCIAL TRANSPARENCY

Legal name: ENVISION FINANCIAL TRANSPARENCY, LLC

CRD 297713File 801-113605

APPROVED

Retail clients

Custody

Filing as of Jul 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$322.3M

Below cohort median (national)

Discretionary AUM

$317.6M

Non-discretionary $4.6M

Clients

235

501 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Jul 13, 2018
Principal office: Not reported
Phone: (336) 715-3300
Website: https://www.condley.cpa/accounting-team/everett-ray-ferguson/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $322.3M
Discretionary AUM: $317.6M
Non-discretionary AUM: $4.6M
Discretionary accounts: 500
Non-discretionary accounts: 1
Total accounts: 501
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$222K
Charitable organizations	Fewer than 5	$100K
High net worth individuals	53	$232.6M
Pension and profit sharing plans	5	$25.7M
Individuals (other than high net worth individuals)	174	$63.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.