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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Ridge harborPioneer
- Established Date
- 06-13-2022
- Office Locations
- 1
Office Locations
About Envision Financial Planning, LLC
Envision Financial Planning is a Memphis-based investment adviser providing goals-based financial planning and ongoing portfolio management for individuals and families, including entrepreneurs and retirees. The team emphasizes coaching and clear guidance on key decisions, and builds diversified allocations using mutual funds and ETFs, with risk management and access to alternative investments where appropriate. Operates on the Black Diamond platform.
Team overview
Insights
Asset Classes
Client Personas
Custodian
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Investment Themes
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Platform
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Technology
Owner & Executives
STACEY STEPHENSON HYDE
Owner, President
- CRD
- #2656216
- Ownership
- 75% or more
CLAYTON JOSEPH CHAPMAN
Chief Compliance Officer, PORTFOLIO MANAGER
- CRD
- #5688649
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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Grant Robert Hall
Financial Advisor
- CRD
- #7259548
Nathaniel David Mayer
--
- CRD
- #7857715
Optima ember
Prime capital wave
- CRD
- #28372
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $356,427,477 | $481,009 |
| Non-Discretionary | $106,035,488 | $1,081,995 |
| Total | $462,462,965 | $551,207 |
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Separately Managed Accounts
Total SMA Asset: $462,462,965
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $826,999,871 | 48.9% |
| Cash | $345,006,081 | 20.4% |
| Equity - Exchange | $519,200,329 | 30.7% |
| Total | $1,691,206,281 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT VALUE FRONTIER | FUSION MERIDIAN | T6C6EUT3B | RYE | 3.40% | $5,336,132 |
| PIONEER MATRIX MATRIX | BEACON MOMENTUM | CRRSBJAJN | ODJA | 3.85% | $3,813,037 |
| DELTA QUANTUM | VITAL FOCUS | MGYA91H1K | ZQTQ | 11.98% | $23,222,810 |
| PEAK FOUNDATION PRIME | QUANTUM OPTIMA | L67WJPK8Q | GVE | 8.19% | $105,848,098 |
| GLACIER ELEMENT | VERTEX MOMENTUM | ARN62UA2C | XAPQ | 1.81% | $94,030,408 |
| ZENITH SUMMIT | FUSION CAPITAL | PQS4KQJM1 | XONN | 5.85% | $39,863,640 |
| CAPITAL CREST RADIAL | SIGNAL MATRIX | 9DBJIUNKY | UAKJD | 1.63% | $74,594,926 |
| FOUNDATION LEGACY | WAVE PRIME | O4Y2WT9EI | HIG | 0.80% | $59,964,758 |