Envision Capital Management Ltd

RIASEC Registered

Total AUM

$40.8M

Discretionary

$40.8M

100% of AUM

Avg account

$948K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 110266
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans39.87%
HNWI34.83%
Pooled Investment Vehicles21.84%
Individuals3.45%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Envision Capital Management Ltd. is a small, privately held corporate advisory firm that combines portfolio management with insurance brokerage. It serves both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Advisory services extend across multiple client types and vehicle structures, including portfolio management for individuals and small businesses, management of pooled investment vehicles, portfolio work for businesses or institutions, and pension consulting. The firm is not identified as an active ESG investor and does not present itself as a multi-state adviser.