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Review Important Regulatory Documents

At EmVision Capital Advisors, transparency and trust are at the heart of everything we do. As a newly established Registered Investment Advisor, we are committed to providing our clients with clear, accessible information about our services, responsibilities, and the standards we uphold.

This page serves as a central place where you can find important regulatory documents related to our firm’s transition to a Registered Investment Advisor. These resources are designed to help you better understand our approach, your relationship with us, and the protections in place for you.

Documents For Your Review

  • Client Relationship Summary (Form CRS and ADV Part 3)
    This is a concise overview of our advisory relationship. It explains the services we provide, how we are compensated, and the obligations we have as fiduciaries. It also includes our Terms of Use and Privacy Policy, which outlines how we protect your information and your rights when engaging with our firm. Because we still maintain a partnership with Commonwealth for certain brokerage services, please also review Commonwealth’s Form CRS.
  • Terms of Use & Privacy Policy
    Our Terms of Use outline how you may access and interact with our website, including important disclosures about intellectual property, security, and limitations of liability. Our Privacy Policy explains the types of personal information we collect, how we use and protect it, and the limited circumstances in which it may be shared. We are committed to safeguarding your confidential information and maintaining transparency in how we operate online.
  • EmVision Capital Advisors Firm Brochure (ADV Part 2A)
    This brochure provides a detailed look at our business practices, advisory services, fees, potential conflicts of interest, and our responsibilities as your fiduciary. It’s designed to give you a full picture of how we operate and the standards we uphold.
  • Brochure Supplement (ADV Part 2B)
    An advisor-specific profile summarizing education and experience, credentials, work history, outside activities, conflicts of interest, and supervision.

We encourage you to review these documents and reach out with any questions. Our team is here to ensure you feel confident and informed every step of the way.