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- Custodian
- Assetmark · Fidelity/NFS · Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-29-2025
- Office Locations
- 1
Office Locations
About Emvision Capital Advisors, LLC
EmVision Capital Advisors is an Ohio-based wealth management practice delivering holistic planning and portfolio management, including retirement, tax, estate/legacy, and insurance planning. It also supports other advisors with succession planning. Portfolios commonly use ETFs and mutual funds, with Investor360° (VisionSync) client portal and Nitrogen/Riskalyze tools. Securities and advisory services are offered through Commonwealth Financial Network; recognized by Forbes as a 2025 Best-in-State Wealth Management Team.
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Owner & Executives
James R Artale
Chief Financial Officer, Financial Advisor, Wealth Advisor
- CRD
- #6884986
- Ownership
- Less than 5%
Lisa K. Duntz
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Noah Paul Anthony
Wealth Advisor
- CRD
- #7584156
STEPHEN NEIL FRANK
Wealth Advisor | Director of Retirement Plan Services | Partner
- CRD
- #1800138
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $176,416,964 | $411,228 |
| Non-Discretionary | $0 | -- |
| Total | $176,416,964 | $411,228 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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