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EMVISION CAPITAL ADVISORS, LLC

AURORA, OH · CRD 337827 · IAPD ↗ · emvisioncapital.com · 330-954-3770

$176.4MRegulatory AUM
9Advisory reps
14Employees
0Clients
0Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
July 2026 — EMVISION CAPITAL ADVISORS, LLC notice-filed in FL, IL, IN, MI, NC, NE, OR, PA, SC, TN, TX, VA, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2026 — EMVISION CAPITAL ADVISORS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
December 2025 — EMVISION CAPITAL ADVISORS, LLC (AURORA, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 9 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.