Enviso Capital, LLC

Enviso Capital, LLC (CRD# 140542) is a financial advisory firm headquartered in San Diego, CA. They manage $160,000,000 in 900 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    900
    ACCOUNTS
  • Average Account Value
    $177,778
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, OR, WA

Financial Advisors at Enviso Capital, LLC
Showing 1 - 3 of 3 top financial advisors.
1
N A
CRD#: 4847129
Tucson, AZ 85719
68
Wealthminder
score

J L

2
Marc C. Seward
CRD#: 2242437
10920 Via Frontera, Suite 520, San Diego, CA 92127
61
Wealthminder
score

Marc Seward (CRD# 2242437) is an Investment Advisor Representative working at Enviso Capital, LLC in San Diego, CA and has over 25 years of experience in the finance industry.

3
Ryan N. Bowers
CRD#: 3237368
10920 Via Frontera, Suite 520, San Diego, CA 92127
41
Wealthminder
score

Ryan Bowers (CRD# 3237368) is an Investment Advisor Representative working at Enviso Capital, LLC in San Diego, CA and has over 18 years of experience in the finance industry. Ryan Bowers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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