Envision Capital Management Inc

RIASEC Registered
Total AUM
$334M
Discretionary
$334M
100% of AUM
Avg account
$1.5M
Accounts
226
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
107150
Registered since
February 24, 1995
Custodians
1945 NORTHWESTERN DRIVE EL PASO, TEXAS 79912
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Envision Capital Management Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1995. The firm focuses on fee-based portfolio management for individual and family clients, including small businesses, and charges clients based on a percentage of assets under management. It does not present itself as a capital allocator or pension consultant, is not flagged as an active ESG investor, and does not report multi-state adviser status.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: State & Local Bonds 44%, Investment Grade Corp Bonds 26%, Exchange Traded Equities 19%, US Government Bonds 5%, Cash & Cash Equivalents 5%, Non-Investment Grade Corp Bonds 1%44%
  • State & Local Bonds44%
  • Investment Grade Corp Bonds26%
  • Exchange Traded Equities19%
  • US Government Bonds5%
  • Cash & Cash Equivalents5%

Owners & executives

2 of 2
  • Marilyn Cohen

    Marilyn Cohen

    Chief Executive OfficerCRD 860876

  • Christopher Malburg

    Christopher Malburg

    Vice President, COOCRD 1801501

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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