Fee-only adviser · Aurora, OH
Emvision Capital Advisors, LLC
Emvision Capital Advisors, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Aurora, Ohio. On its latest Form ADV, filed June 15, 2026, it reports $176M in regulatory assets under management, 429 individual clients and 9 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 337827 · SEC file 801-134253 |
| Office | 251 W. Garfield RD. Suite 155 Aurora, OH 44202 |
| Phone | (330) 954-3770 |
| Website | emvisioncapital.com |
| Regulatory assets under management | $176M |
| Individual clients | 381 non-high-net-worth, 48 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 14 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 15, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Aurora
Nearby
- Solon 1 firm
- Hudson 4 firms
- Chagrin Falls 2 firms
- Northfield 1 firm
- Novelty 1 firm
- Stow 1 firm
- Beachwood 11 firms
- Orange Village 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Emvision Capital Advisors, LLC? Update this listing.