Enviso Capital, LLC (San Diego)

Name: Enviso Capital, LLC
Address: 10920 Via Frontera, Suite 520, San Diego, CA, 92127
Telephone: 858-679-5000

Enviso Capital, LLC is a large advisory firm based in San Diego. It manages $143.82 million of regulatory assets for 1,004 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Arizona, California, Oregon, and Washington.

Enviso Capital provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Enviso Capital: assets under management

The assets under management (AUM) of Enviso Capital, LLC is $143.82 million. The firm's AUM has gone down by -26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $107.73 million in discretionary accounts and $36.1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $145.58 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $136.73 thousand.

Enviso Capital has custody of $15.32 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Enviso Capital, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Ryan Neel Bowers	Shareholder, managing member	1 Jan 2007	50% - 75%	3237368
Ryan Neel Bowers	Ceo & manager	1 Dec 2012	Other	3237368
Inc. Red Grass Partners	Owner	1 Jul 2015	25% - 50%	00-0000000
Susan Michelle Bowers	Owner	1 Jul 2015	75% - 100%	3249954

Based in San Diego

The principal office where Enviso Capital, LLC performs its advisory services is located at 10920 Via Frontera, Suite 520, San Diego, CA 92127, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-679-5000 or by fax 858-679-0300. The normal business hours are 8am - 4pm on Monday - Friday. You can find more information about the New York firm at envisocapital.com.

Enviso Capital, LLC (San Diego)

Enviso Capital: assets under management

Fees & Commissions

Indirect Owners

Based in San Diego

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