← Directory
EMVISION CAPITAL ADVISORS, LLC
CRD 337827File 801-134253
APPROVED
Retail clients
Filing as of Jun 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$176.4M
Bottom 25% of cohort (national)
Discretionary AUM
$176.4M
Clients
429
429 accounts
Employees
14
Bottom 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 29, 2025
- Principal office
- 251 W. GARFIELD RD., SUITE 155, AURORA, OH, 44202
- Phone
- 330-954-3770
- Website
- https://emvisioncapital.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $176.4M
- Discretionary AUM
- $176.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 429
- Non-discretionary accounts
- 0
- Total accounts
- 429
- AUM per client
- $411K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 48 | $92.9M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $0 |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 381 | $83.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.