Investment adviser · CRD 337827

EMVISION CAPITAL ADVISORS, LLC

Investment adviser filing (IA)

AURORA, OH, United States · Form ADV filed Jun 15, 2026

Regulatory AUM: $176M
Client accounts: 429
Employees: 14
Advisory professionals: 9

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	48	$92,906,133	52.7%
Individuals	381	$83,510,831	47.3%
Banks & thrifts	Fewer than 5	$0	0.0%
Retirement plans	Fewer than 5	$0	0.0%
Charities	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%
Corporations & businesses	Fewer than 5	$0	0.0%

Filing source

Form ADV 2111416 · Jun 15, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 15, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

251 W. GARFIELD RD., SUITE 155
AURORA, OH, 44202, United States

CRD 337827

Filing source

Form ADV 2111416 · Jun 15, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.