Firm profile

Emvision Capital Advisors, LLC

AURORA, OHCRD 337827Registration Status: ApprovedEffective since August 29, 2025SEC # 801-134253Latest ADV June 15, 2026

Emvision Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Aurora, OH. Its latest Form ADV filing, dated June 15, 2026, reports $176M in regulatory assets under management, 14 employees, 4 offices, and 429 accounts.

Assets Under Management
$176M
Employees
14
Offices
4 offices
Total Clients
429

Associated firm names

1 name listed
  • EMVISION CAPITAL ADVISORS, LLC

Leadership

3 roles identified
CEOMichael A. Embrescia
CCOLisa K. Duntz
CFOJames R. Artale

Advisory services offered

4 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees

Offices & Contact

Primary office

AURORA, Ohio, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Ohio

AURORAPrimary office · MENTOR · DUBLIN · MEDINA

4 office records listed · 4 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$176Mas of June 15, 2026
Discretionary100.0%
$176M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentIndividuals represent 88.8% of total clients.
Top client categories% of clientsClients
1
Individuals
88.8%
381
2
HNWI
11.2%
48
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$176M
Total Accounts429
10Y AUM Change+$176M

Private Funds

Private funds reported by Emvision Capital Advisors, LLC

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees14
Clients per Employee31:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
EMV HOLDINGS, LLCDirect owner · Schedule AInterest in EMVISION CAPITAL ADVISORS, LLC
75%+
Johnathon Michael OpetDirect owner · Schedule AInterest in EMVISION CAPITAL ADVISORS, LLC
< 5%
M&D FINANCIAL ENTERPRISES INC.Indirect owner · Schedule BInterest in EMV HOLDINGS, LLC
75%+
MICHAEL ANTHONY EMBRESCIAIndirect owner · Schedule BInterest in M&D FINANCIAL ENTERPRISES INC.
75%+

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Emvision Capital Advisors, LLC.

Reported ownership and control details

Form ADV · Filing date 2026-06-15 · Schedules A and B

7 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1MICHAEL ANTHONY EMBRESCIACHIEF EXECUTIVE OFFICERIndividualEMVISION CAPITAL ADVISORS, LLCLess than 5%Code NAYesCHIEF EXECUTIVE OFFICER07/2025Schedule APDF page 20
2James R ArtaleCHIEF FINANCIAL OFFICERIndividualEMVISION CAPITAL ADVISORS, LLCLess than 5%Code NAYesCHIEF FINANCIAL OFFICER07/2025Schedule APDF page 20
3Johnathon Michael OpetPARTNERIndividualEMVISION CAPITAL ADVISORS, LLCLess than 5%Code NAYesPARTNER07/2025Schedule APDF page 20
4EMV HOLDINGS, LLCOWNERDomestic entityEMVISION CAPITAL ADVISORS, LLC75% or moreCode EYesOWNER07/2025Schedule APDF page 20
5Lisa K. DuntzCHIEF COMPLIANCE OFFICERIndividualEMVISION CAPITAL ADVISORS, LLCLess than 5%Code NAYesCHIEF COMPLIANCE OFFICER03/2026Schedule APDF page 20
6M&D FINANCIAL ENTERPRISES INC.MANAGING MEMBERDomestic entityEMV HOLDINGS, LLC75% or moreCode EYesMANAGING MEMBER07/2025Schedule BPDF page 20
7MICHAEL ANTHONY EMBRESCIASHAREHOLDERIndividualM&D FINANCIAL ENTERPRISES INC.75% or moreCode EYesSHAREHOLDER10/2000Schedule BPDF page 20

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 6/15/2026 12:20:34 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.