AMERICAN VISION ADVISORS LLC

Overview

American Vision Advisors LLC is a small, individually owned advisory firm that focuses on portfolio management for individual and family clients. The firm runs a predominantly equity-centered strategy, favoring exchange-traded equities and ETFs as the primary building blocks of client portfolios. Its business activities extend beyond advisory work; the firm is also registered as a real estate broker and an insurance broker, which suggests it can offer or coordinate real estate and insurance capabilities alongside portfolio management. The firm charges fees based on a percentage of assets under management and operates as a single-state, non-ESG-focused adviser. All of the firm’s reported assets are managed on a discretionary basis, indicating the adviser typically has authority to implement trades and rebalance without client-by-client approvals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices