# ENVISION FINANCIAL TRANSPARENCY, LLC

ENVISION FINANCIAL TRANSPARENCY, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 297713
- Type: SEC-registered investment adviser
- SEC file number: 801-113605
- Phone: (336) 715-3300
- Latest filing: 2026-07-23
- Regulatory AUM: $322.3M
- Discretionary AUM: $317.6M
- Non-discretionary AUM: $4.6M
- Clients: 16
- Accounts: 501

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Emily Therese Keagle | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| KEAGLE EMILY THERESE | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND SOLE UNITHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297713/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297713/similar
- Related entities: https://search.stillhousedata.com/firm/297713/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297713

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.