SourcingSourcing

ENVISION FINANCIAL PLANNING, LLC

C32
CRD 321790·SEC 801-125874·MEMPHIS, TN
AUM
$462.5M
$100M-$500M
Est. Revenue
$4.6M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ENVISION FINANCIAL PLANNING, LLC
CRD
321790
SEC file #
801-125874
EIN
843769147
DBA names
—

Economics

AUM
$462.5M
AUM band
$100M-$500M
AUM trajectory
'23'26
$186.8M → $462.5M▲ +148%
Client mix
Individuals Other145
Individuals High Net Worth123
Pension Profit Sharing Plans8

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'23'26
3 advisors → 4 advisors▲ +33%
Primary office
MEMPHIS TN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsEducational Seminars Workshops
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
envisionfptn.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HYDE, STACEY, STEPHENSON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HYDE, STACEY, STEPHENSON
CHAPMAN, CLAYTON, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ENVISIONFPTN.COM
Rdap Domain Creation Date
2019-09-26T14:02:10Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001964460
Edgar Registered
Yes
Edgar Filing Count
13
Edgar First Filing Date
2023-11-03
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
11
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001964460-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Fdic Zip Total Deposits
3,741,615,000
Fdic Zip Branch Count
49
Fdic Zip Top Banks
Commercial Bank & Trust Co.
Regions Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
5100 POPLAR AVENUESUITE 2428MEMPHIS, TN 38137
Business
5100 POPLAR AVENUESUITE 2428MEMPHIS, TN 38137
Edgar EIN
843769147
Edgar Recent Filings
13F-HR2026-05-15 · 0001964460-26-000002
13F-HR2026-02-17 · 0001964460-26-000001
Fdic Zip Branches Raw
Leader Federal Bank for SavingsMemphis, TN
Leader Federal Bank for SavingsMemphis, TN
Fdic Zip HHI
4222.44
Fdic Zip Top Bank Share Pct
55.79
Fdic Zip Year
2022
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-09-26T14:02:10Z
Rdap Domain Last Changed
2024-11-12T16:14:55Z
Rdap Nameservers
Leonidas.ns.cloudflare.comRachel.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2656216
Trust Company Affiliate
No

People (6)

6
HYDE, STACEY, STEPHENSON
IAR · Direct Owner · 87.5%
2656216
CHAPMAN, CLAYTON, JOSEPH
IAR · Direct Owner · 7.5%
5688649
Grant Robert Hall
IAR
7259548
Nathaniel David Mayer
IAR
7857715
BRITT MEGAN MYSZKA
IAR
5120517
HUGH HAROLD PARKS
IAR
728119