Emvision Capital Advisors, LLC
Firm details
- Headquarters
- Aurora, Ohio
- CRD number
- 337827
- Registered since
- August 29, 2025
- Custodians
- ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI52.66%
- Individuals47.34%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Emvision Capital Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm focuses on serving individual and family clients with a mix of financial planning and discretionary portfolio management for individuals and small businesses. Its advisory offering also includes publishing periodic newsletters and running educational seminars and workshops, indicating a client-education component alongside investment management. Fee arrangements are a mix of percentage-of-AUM and fixed-fee engagements. Emvision does not identify as an ESG investor, is not a pension consultant, and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities38%
- Investment Grade Corp Bonds4%
- US Government Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3
Johnathon Opet
Chief Operating Officer and PartnerCRD 6788795
Michael Embrescia
CEO and PresidentCRD 2669484
James Artale
Chief Financial Officer and PartnerCRD 6884986
Contacts
3 of 8
Alexander Kimes
Wealth AdvisorCRD 7535504
Randal Mears
Wealth AdvisorCRD 2017775
James Zidd
Partner, Wealth AdvisorCRD 1642708
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Aurora, OH
Portage
Location
Aurora, OH
Headquartered in Aurora, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Portage
- Address
- 251 W Garfield Rd
- Time zone
- ET (UTC-5)
- Office locations
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