Capvisor Associates, LLC

Capvisor Associates, LLC (CRD# 289154) is a financial advisory firm headquartered in Gainesville, GA. They manage $587,451,445 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box #1084, Gainesville, GA 30503
http://www.capvisorassociates.com
By the Numbers
  • Total Assets Under Management
    587
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $22,594,286
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Capvisor Associates, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Paul Deeley, financial advisor Needham MA
Paul J. Deeley
CRD#: 3034764
Needham, MA

Paul Deeley (CRD# 3034764) is an Investment Advisor Representative working at Capvisor Associates, LLC in Needham, MA and has over 26 years of experience in the finance industry.

2
Carl Terzer, financial advisor Dawsonville GA
Carl E. Terzer
CRD#: 1097365
Dawsonville, GA

Carl Terzer (CRD# 1097365) is an Investment Advisor Representative working at Capvisor Associates, LLC in Dawsonville, GA and has over 24 years of experience in the finance industry.

3
Deborah Leich, financial advisor Bloomfield Hills MI
Deborah L. Leich
CRD#: 2382653
Bloomfield Hills, MI

Deborah Leich (CRD# 2382653) is an Investment Advisor Representative working at Capvisor Associates, LLC in Bloomfield Hills, MI and has over 30 years of experience in the finance industry.

4
Travis Terzer, financial advisor Dawsonville GA
Travis E. Terzer
CRD#: 7286258
Dawsonville, GA

Travis Terzer (CRD# 7286258) is an Investment Advisor Representative working at Capvisor Associates, LLC in Dawsonville, GA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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