Emvision Capital Advisors, Llc
- Regulatory AUM
- $176M
- Discretionary
- $176M
- Clients
- 429
- Avg AUM / client
- $411K
- Accounts
- 429
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Jun 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 381 | $83.5M | 47.3% |
| High net worth individuals | 48 | $92.9M | 52.7% |
| Banking or thrift institutions | Fewer than 5 | $0 | — |
| Pension and profit sharing plans | Fewer than 5 | $0 | — |
| Charitable organizations | Fewer than 5 | $0 | — |
| State or municipal government entities | Fewer than 5 | $0 | — |
| Other investment advisers | Fewer than 5 | $0 | — |
| Insurance companies | Fewer than 5 | $0 | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 | — |
| Corporations and other businesses | Fewer than 5 | $0 | — |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alexander Kimes | Registered representative | Jan 2026 (1y) | ||
| Dennis Spontarelli | Registered representative | Jan 2026 (1y) | ||
| James Edward Zidd | Registered representative | Jan 2026 (1y) | ||
| James R Artale | Registered representative | Jan 2026 (1y) | ||
| Johnathon Michael Opet | Registered representative | CFP | Jan 2026 (1y) | |
| Michael Anthony Embrescia | Registered representative | Jan 2026 (1y) | ||
| Noah Paul Anthony | Registered representative | Jan 2026 (1y) | ||
| Randal Kevin Mears | Registered representative | Jan 2026 (1y) | ||
| Robert J Swindaman | Registered representative | CFP | Jan 2026 (1y) | |
| Stephen Neil Frank | Registered representative | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/15/2026 | 929 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Assetmark Trust Company $176M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗