|
⚲
|
| Capvisor Associates LLC
✚
|
|
|---|---|
| CRD # | 289154 |
| SEC # | 801-110889 |
| CIK # | |
| AUM | $601.3 MM (2023-03-21) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 973-665-6370 |
| Address | 211 Nix Point Rd Dawsonville, GA 30534 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 4 | 14.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 25 | 586.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 28 | 601.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 28 | 601.3 |
| Total | 28 | 601.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 601.3 | |
| Total | 28 | 601.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Everest Financial Group LLC
✚
|
MN | 0.6 |
|
KMH Wealth Management LLC
✚
|
TX | 0.6 |
|
Fairhaven Wealth Management LLC
✚
|
IL | 0.6 |
|
Hanson & Doremus Investment Management
✚
|
VT | 0.6 |
|
Dale K Ehrhart Inc
✚
|
FL | 0.6 |
|
Wade Financial Advisory Inc
✚
|
CA | 0.6 |
|
Legacy Financial Group LLC
✚
|
IA | 0.6 |
|
Old Mission Investment Company LLC
✚
|
MI | 0.6 |
|
Potomac Fund Management Inc
✚
|
FL | 0.6 |
|
Fiduciary Experts LLC
✚
|
CA | 0.6 |