Capvisor Associates, Llc
SEC-registered
Investment Adviser · Small ($100M–$1B)
CRD 289154
· SEC file 801-110889
·
· WWW.CAPVISORASSOCIATES.COM
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ADV data as of Mar 26, 2026
- Regulatory AUM
- $633M
- Discretionary
- $0
- Clients
- 25
- Avg AUM / client
- $25.3M
- Accounts
- 25
- Employees
- 6
AUM over time
$569M
$993M
Jun 27, 2017
Mar 26, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 4 | $22.6M | 3.57% |
| Insurance companies | 21 | $611M | 96.4% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carl Eric Terzer | Member | Nov 2008 (18y) | 75% or more | |
| Levy, Susan, (Nmn) | Chief Compliance Officer | Jun 2009 (17y) | 25% – 50% | |
| Paul Joseph Deeley | Registered representative | Nov 2017 (9y) | ||
| Deborah Lyn Leich | Registered representative | Oct 2020 (6y) | ||
| Travis E Terzer | Registered representative | Apr 2022 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 908 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗