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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

EMVISION CAPITAL ADVISORS, LLC

CRD 337827

AURORA, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:801d494d-af66-8577-56a6-45ccf4deea3d

Data as of Jun 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 28
Dated events: 3
On other graphs: 0
Observed: Jul 29, 2025 to Jun 15, 2026
5 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=9.0
Regulatory AUM: $176MItem 5.F on the latest filing (2026-06-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $176M
Private client RAUM: $176MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $17.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 9
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 429
Individual clients: 381
High net worth clients: 48
SEC number: 801-134253
CRD: 337827
Filings on the tape: 5
First filed: Jul 29, 2025
Latest filed: Jun 15, 2026
Organised: Limited Liability Company, OH
Website: emvisioncapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RANDAL KEVIN MEARS	n/a	MENTOR, OH \| AURORA, OH	26	33	1	yes
STEPHEN NEIL FRANK	n/a	AURORA, OH \| Delaware, OH \| Dublin, OH	18	36	3	yes
MICHAEL ANTHONY EMBRESCIA	n/a	Dublin, OH \| AURORA, OH \| Aurora, OH	4	29	4	yes
Johnathon Michael Opet	Certified Financial Planner	AURORA, OH \| Aurora, OH \| Dublin, OH	4	10	2	yes
James R Artale	n/a	Dublin, OH \| AURORA, OH \| Aurora, OH	4	15	3	yes
DENNIS SPONTARELLI	n/a	AURORA, OH \| Stow, OH \| Aurora, OH	4	30	5	yes
JAMES EDWARD ZIDD	n/a	AURORA, OH \| Medina, OH \| Aurora, OH	3	35	4	yes
ROBERT J SWINDAMAN	Certified Financial Planner	Dublin, OH \| AURORA, OH	3	17	5	yes
Alexander Kimes	n/a	Dublin, OH \| AURORA, OH \| Aurora, OH	3	10	1	yes
Noah Paul Anthony	n/a	AURORA, OH \| Dublin, OH \| Aurora, OH	2	11	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Artale, James, R	CHIEF FINANCIAL OFFICER	Na	yes	07/2025	Jun 15, 2026	Jun 15, 2026
Duntz, Lisa, K.	CHIEF COMPLIANCE OFFICER	Na	yes	03/2026	Jun 15, 2026	Jun 15, 2026
EMBRESCIA, MICHAEL, ANTHONY	CHIEF EXECUTIVE OFFICER	Na	yes	07/2025	Jun 15, 2026	Jun 15, 2026
EMV HOLDINGS, LLC	Owner	E	yes	07/2025	Jun 15, 2026	Jun 15, 2026
Opet, Johnathon, Michael	Partner	Na	yes	07/2025	Jun 15, 2026	Jun 15, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 1 of 2

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026	$176M	$176M	14	9	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$176M	n/a	n/a	n/a	n/a	14	n/a	3	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
REA WEALTH MANAGEMENT	2	Oct 2, 2024	Sep 24, 2025	NEW PHILADELPHIA, OH	Team lift out	RIA to new firm	20.0%

Relationships

Controls (5)

← Duntz, Lisa, K.OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 15, 2026 to presentfactForm ADV
← EMBRESCIA, MICHAEL, ANTHONYOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Jun 15, 2026 to presentfactForm ADV
← Artale, James, ROwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Jun 15, 2026 to presentfactForm ADV
← EMV HOLDINGS, LLCOwnerOWNER, ownership code E, domestic entity
Jun 15, 2026 to presentfactForm ADV
← Opet, Johnathon, MichaelOwnerPARTNER, ownership code NA, individual
Jun 15, 2026 to presentfactForm ADV

Registered with (12)

← JAMES EDWARD ZIDDAdvisorregistration: previous registration
Sep 24, 2025 to Dec 31, 2025factForm ADV
← STEPHEN NEIL FRANKAdvisorregistration: previous registration
Sep 24, 2025 to Dec 31, 2025factForm ADV
← RANDAL KEVIN MEARSAdvisorregistration: previous registration
Sep 24, 2025 to Dec 31, 2025factForm ADV
← DENNIS SPONTARELLIAdvisorregistration: previous registration
Sep 24, 2025 to Dec 31, 2025factForm ADV
← MICHAEL ANTHONY EMBRESCIAAdvisorregistration: previous registration
Sep 24, 2025 to Dec 31, 2025factForm ADV
← ROBERT J SWINDAMANAdvisorregistration: previous registration
Sep 24, 2025 to Dec 31, 2025factForm ADV
← Johnathon Michael OpetAdvisorregistration: previous registration
Sep 24, 2025 to Dec 31, 2025factForm ADV
← James R ArtaleAdvisorregistration: previous registration
Sep 25, 2025 to Dec 31, 2025factForm ADV
← Alexander KimesAdvisorregistration: previous registration
Sep 24, 2025 to Dec 31, 2025factForm ADV
← Noah Paul AnthonyAdvisorregistration: previous registration
Sep 24, 2025 to Dec 31, 2025factForm ADV
← JOHN BRENT OFFENBURGERAdvisorregistration: previous registration
Jan 17, 2026 to Apr 16, 2026factForm ADV
← Nicholas John OffenburgerAdvisorregistration: previous registration
Jan 17, 2026 to Apr 16, 2026factForm ADV

Moved with (1)

← REA WEALTH MANAGEMENTRegistered adviser2 advisors, team lift out, same day
Oct 2, 2024 to Sep 24, 2025factForm ADV

Dated events

Occurred
Apr 16, 2026
Advisor departed, no destination yet
Nicholas John Offenburger no longer registered at Emvision Capital Advisors, Llc; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Apr 16, 2026
Advisor departed, no destination yet
John Brent Offenburger no longer registered at Emvision Capital Advisors, Llc; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Oct 2, 2024
Team lift-out
2 advisors left Rea Wealth Management (New Philadelphia, OH) for Emvision Capital Advisors, LLC on the same day
Form ADVobserved 4 days ago
2 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:801d494d-af66-8577-56a6-45ccf4deea3d
First observed: Jul 29, 2025
Last observed: Jun 15, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EMVISION CAPITAL ADVISORS, LLC

CRD 337827

AURORA, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:801d494d-af66-8577-56a6-45ccf4deea3d

Data as of Jun 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:54 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RANDAL KEVIN MEARS

n/a

MENTOR, OH | AURORA, OH

yes

STEPHEN NEIL FRANK

n/a

AURORA, OH | Delaware, OH | Dublin, OH

yes

MICHAEL ANTHONY EMBRESCIA

n/a

Dublin, OH | AURORA, OH | Aurora, OH

yes

Johnathon Michael Opet

Certified Financial Planner

AURORA, OH | Aurora, OH | Dublin, OH

yes

James R Artale

n/a

Dublin, OH | AURORA, OH | Aurora, OH

yes

DENNIS SPONTARELLI

n/a

AURORA, OH | Stow, OH | Aurora, OH

yes

JAMES EDWARD ZIDD

n/a

AURORA, OH | Medina, OH | Aurora, OH

yes

ROBERT J SWINDAMAN

Certified Financial Planner

Dublin, OH | AURORA, OH

yes

Alexander Kimes

n/a

Dublin, OH | AURORA, OH | Aurora, OH

yes

Noah Paul Anthony

n/a

AURORA, OH | Dublin, OH | Aurora, OH

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Artale, James, R

CHIEF FINANCIAL OFFICER

yes

07/2025

Jun 15, 2026

Duntz, Lisa, K.

CHIEF COMPLIANCE OFFICER

yes

03/2026

Jun 15, 2026

EMBRESCIA, MICHAEL, ANTHONY

CHIEF EXECUTIVE OFFICER

yes

07/2025

Jun 15, 2026

EMV HOLDINGS, LLC

Owner

yes

07/2025

Jun 15, 2026

Opet, Johnathon, Michael

Partner

yes

07/2025

Jun 15, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$176M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$176M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

REA WEALTH MANAGEMENT

Oct 2, 2024

Sep 24, 2025

NEW PHILADELPHIA, OH

Team lift out

RIA to new firm

20.0%