PPrivate Fund Data Log in Join · $37/mo

Envision Financial Planning, LLC

● SEC registered since 2022CRD 321790SEC# 801-125874Memphis, TN
Export (members)
Reg. AUM
$391M
Employees
6
Accounts
986
Location
Memphis, TN

Envision Financial Planning, LLC assets under management

Envision Financial Planning, LLC operates as an SEC-registered investment adviser based in Memphis, TN. The firm has been registered since 2022. It reports $391 million in regulatory assets under management and employs 6 people.
www.envisionfptn.comView on SEC.gov ↗

Envision Financial Planning, LLC owners & executives

2 reported
NameTitleOwnershipSince
Clayton Joseph Chapman ControlChief Compliance Officer, Portfolio Manager5-10%2022
Stacey Stephenson Hyde ControlPresident And OwnerOver 75%2022

Frequently asked questions

How much does Envision Financial Planning, LLC manage?

Envision Financial Planning, LLC reports $391 million in regulatory assets under management on its Form ADV.

How many employees does Envision Financial Planning, LLC have?

Envision Financial Planning, LLC reports 6 employees.

Where is Envision Financial Planning, LLC located?

Envision Financial Planning, LLC is based in Memphis, TN and has been SEC-registered since 2022.

Does Envision Financial Planning, LLC disclose fund performance?

Envision Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5100 Poplar Avenue,, Suite 2428, Memphis, TN 38137
Phone901-422-7526
Office hours8:30 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1964460
Discloses disciplinary historyNo

Assets under management

Discretionary$302.4M
Non-discretionary$88.6M
Total (RAUM)$391M