RIA Intel›Advisers›Delaware›ENVISIONX CAPITAL, LLC

ENVISIONX CAPITAL, LLC

Advisory

Data as of Sep 25, 2025 · Source: SEC Form ADV

Average account

$420K

across 2 accounts

AUM per adviser

$840K

1 advisers

Source: SEC Form ADV. Figures as filed Sep 25, 2025.

Total AUM

$840K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$840K

Discretionary AUM$840K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients2

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndJune

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

2 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

ALPHANSO INC.

$838K

0.0% 1Y

LEBRON FINANCIAL SERVICES, INC.

$899K

SWAPNICK, LLC

$768K

THIRD WAVE CAPITAL LLC

$915K

FIRMIACER INVESTMENT LLC

$917K

GREEN MUSA CAPITAL, LLC

$747K

Get the full picture on ENVISIONX CAPITAL, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ENVISIONX CAPITAL, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans