American Vision Advisors LLC

American Vision Advisors LLC serves a small client base of roughly 20 clients with about $3.23 million in assets under management, providing investment advisory and portfolio management services to both individual investors and a range of institutional and corporate clients. The firm's reported client mix is unusually broad for a firm of this size, including banks, charitable organizations, corporations, municipal entities, insurance companies, other advisers, pension or profit-sharing plans and similar institutional clients.

The managing member functions as the firm’s sole investment adviser representative and chief compliance officer and oversees all advisory activities under a written policies and procedures manual and Code of Ethics. The adviser is dually licensed as a real estate broker, life insurance agent and mortgage loan originator and discloses that it may offer commissionable insurance and real-estate related products and separate consulting services, which the firm says it will manage and disclose as potential conflicts of interest.

Distinctive features include the combination of traditional advisory services with active broker-like and real estate/consulting activities operated through a related entity, and the firm’s use of asset-based (percentage-of-AUM) fees rather than operating as a private fund adviser. Compared with peers, the firm is small in scale but reports an atypically diverse set of client types and a mix of advisory and commissionable business lines.