Capvisor Associates, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 26, 2026, reports $633M in regulatory assets under management, 6 employees, 4 offices, and 25 accounts.
Top client segmentInsurance Cos. represent 84.0% of total clients.
Top client categories% of clientsClients
1
Insurance Cos.
84.0%
21
2
HNWI
16.0%
4
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$633Mas of March 26, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$633M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$633M
Total Accounts25
10Y AUM Change+$64M (+11.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee4:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.