Envision Financial Transparency, LLC
● SEC registered since 2018CRD 297713SEC# 801-113605
Reg. AUM
$322.3M
Employees
17
Accounts
501
Location
—
Envision Financial Transparency, LLC assets under management
Envision Financial Transparency, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2018. It reports $322.3 million in regulatory assets under management and employs 17 people.
Envision Financial Transparency, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Emily Therese Keagle Control | Chief Executive Officer And Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Envision Financial Transparency, LLC manage?
Envision Financial Transparency, LLC reports $322.3 million in regulatory assets under management on its Form ADV.
How many employees does Envision Financial Transparency, LLC have?
Envision Financial Transparency, LLC reports 17 employees.
Does Envision Financial Transparency, LLC disclose fund performance?
Envision Financial Transparency, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (336) 715-3300 |
| Fax | (336) 715-3308 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$322.3M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$322.3Mregulatory AUM
Discretionary $317.6MNon-discretionary $4.6M