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).
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Total Assets Under Management587MILLION
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Total Number of Accounts26ACCOUNTS
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Average Account Value$22,594,286
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
GA
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.
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.
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.
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.