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- Custodian
- Charles Schwab & Company · Deutsche Bank · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- North
- Established Date
- 01-01-2017
- Office Locations
- 1
Office Locations
About Invision Capital Advisor, LLC
InVision Capital Advisor is a fee-only RIA in the San Francisco Bay Area providing personalized wealth management, tax-aware planning, estate planning, and business advisory support, including guidance around business exits and private investments. The firm specializes in cross-border strategies for individuals, family offices, and entrepreneurs. Founder Ron Lee, CFA, MBA brings institutional fund-management experience, including a Barclay Hedge Top 10 award-winning technology fund.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RONALD KAYEN LEE
Chief Compliance Officer, Managing Director
- CRD
- #4566855
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,563,409 | -- |
| Non-Discretionary | $2,195,112 | -- |
| Total | $31,758,521 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,758,521
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $94,015,361 | 10.5% |
| U.S. Government/Agency | $157,587,652 | 17.6% |
| Cash | $68,049,213 | 7.6% |
| Corporate - Investment Grade | $85,956,901 | 9.6% |
| Corporate - Non-Investment Grade | $107,446,127 | 12.0% |
| Derivatives | $151,319,962 | 16.9% |
| Public Funds | $115,504,586 | 12.9% |
| Sovereign Bonds | $115,504,586 | 12.9% |
| Total | $895,384,388 | 100.0% |