RIA Intelligence

ENVISION FINANCIAL PLANNING, LLC

CRD #321790 SEC #801-125874 MEMPHIS, TN 901-422-7526
SEC Registered
Total AUM
$391M
Discretionary
$302.4M
Employees
6
Clients
51
Accounts
986

Firm Details

Organization Type
Limited Liability Company
State of Formation
Tennessee
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HYDE, STACEY, STEPHENSONIPRESIDENT AND OWNERE Control
HYDE, STACEY, STEPHENSONIPRESIDENT AND OWNERE Control
HYDE, STACEY, STEPHENSONIPRESIDENT AND OWNERE Control
HYDE, STACEY, STEPHENSONIPRESIDENT AND OWNERE Control
HYDE, STACEY, STEPHENSONIPRESIDENT AND OWNERE Control
HYDE, STACEY, STEPHENSONIPRESIDENT AND OWNERE Control
HYDE, STACEY, STEPHENSONIPRESIDENT AND OWNERE Control
HYDE, STACEY, STEPHENSONIPRESIDENT AND OWNERE Control
HYDE, STACEY, STEPHENSONIPRESIDENT AND OWNERE Control
CHAPMAN, CLAYTON, JOSEPHICHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGERA Control
CHAPMAN, CLAYTON, JOSEPHICHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGERA Control
CHAPMAN, CLAYTON, JOSEPHICHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGERA Control
CHAPMAN, CLAYTON, JOSEPHICHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGERA Control
CHAPMAN, CLAYTON, JOSEPHICHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGERA Control
CHAPMAN, CLAYTON, JOSEPHICHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGERA Control
CHAPMAN, CLAYTON, JOSEPHICHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGERA Control
CHAPMAN, CLAYTON, JOSEPHICHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGERA Control
CHAPMAN, CLAYTON, JOSEPHICHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGERA Control

Registrations

Federal

IA
Mar 28, 2025 REGISTERED

Notice Filings (7)

AR FL MS NC SC TN TX

Address

5100 POPLAR AVENUE,
SUITE 2428
MEMPHIS, TN 38137
United States
Phone: 901-422-7526