ENVISION CAPITAL MANAGEMENT INC
A77
CRD 107150·SEC 801-48253
AUM
$334.1M
$100M-$500M
Est. Revenue
$3.3M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $409.4M
'21 · $416.3M
'22 · $383.4M
'23 · $383.4M
'25 · $341.6M
'26 · $334.1M
'20'26
$409.4M → $334.1M▼ -18%
Operations
Advisory staff (5-yr trend)
'20 · 1 advisors
'21 · 1 advisors
'22 · 1 advisors
'23 · 1 advisors
'25 · 1 advisors
'26 · 2 advisors
'20'26
1 advisors → 2 advisors▲ +100%
Primary office
—
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (13)
Everything else we've pulled for this record, not yet curated into a section.