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INVISION CAPITAL ADVISOR, LLC

Advisory

CA

Data as of Feb 16, 2026 · Source: SEC Form ADV

Rank in CA
#3,900
of 5,480 advisers by AUM
Average account
$676K
across 47 accounts
AUM per adviser
$32M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM
$32M
Discretionary %
93.1%
Clients
13
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$32M
Discretionary AUM$30M
Non-Discretionary AUM$2M
Discretionary %93.1%
Total Clients13
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

BALOPOLE INVESTMENT MANAGEMENT CORPORATION
SAN MATEO, CA
$32M
RETIREMENT SOLUTIONS, INC.
CARLSBAD, CA
$32M
+4.7% 1Y
GROWTH STRATEGIES, LLC
SANTA MONICA, CA
$32M
+1.3% 1Y
NORTHSTAR WEALTH MANAGEMENT LLC
$32M
LEGION CAPITAL MANAGEMENT, LLC
$32M
MDW CAPITAL MANAGEMENT CORP
LOS ANGELES, CA
$32M

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