Envision Financial Planning, LLC
● SEC registered since 2022CRD 321790SEC# 801-125874Memphis, TN
Reg. AUM
$462.5M
Employees
6
Accounts
839
Location
Memphis, TN
Envision Financial Planning, LLC assets under management
Envision Financial Planning, LLC operates as an SEC-registered investment adviser based in Memphis, TN. The firm has been registered since 2022. It reports $462.5 million in regulatory assets under management and employs 6 people.
Envision Financial Planning, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Clayton Joseph Chapman Control | Chief Compliance Officer, Portfolio Manager | 5-10% | 2022 |
| Stacey Stephenson Hyde Control | President And Owner | Over 75% | 2022 |
Frequently asked questions
How much does Envision Financial Planning, LLC manage?
Envision Financial Planning, LLC reports $462.5 million in regulatory assets under management on its Form ADV.
How many employees does Envision Financial Planning, LLC have?
Envision Financial Planning, LLC reports 6 employees.
Where is Envision Financial Planning, LLC located?
Envision Financial Planning, LLC is based in Memphis, TN and has been SEC-registered since 2022.
Does Envision Financial Planning, LLC disclose fund performance?
Envision Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5100 Poplar Avenue,, Suite 2428, Memphis, TN 38137 |
| Phone | 901-422-7526 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1964460 |
| Discloses disciplinary history | No |
Regulatory AUM
$462.5M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$462.5Mregulatory AUM
Discretionary $356.4MNon-discretionary $106M