Envision Capital Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Envision Capital Management provides discretionary portfolio management exclusively for individual clients, with most clients described as high‑net‑worth. The firm manages approximately $334 million across 226 client accounts through a two‑person advisory team.
Its investment process focuses on fixed‑income and other marketable securities, using both fundamental and technical analysis to develop individualized investment policies and guide portfolio construction. Envision generally emphasizes longer‑term holdings while retaining the ability to execute shorter‑term trades when conditions warrant, and account supervision is handled by a two‑member investment committee.
Noteworthy aspects include a compact ownership and oversight structure in which the firm’s CEO also serves as Chief Compliance Officer and a small trading team that directs municipal bond trading and back‑office functions. Relative to many peers, the firm operates with a concentrated advisory staff managing a comparatively high level of assets and client accounts per advisor, does not participate in wrap fee programs or charge performance‑based fees, and has restricted cross‑trading except under specifically documented circumstances.
Client services
Expertise
Fee options
$0+: 0.43% (Municipal bonds) $0+: 0.60% (Investment Grade Corporates) $0+: 0.75% (Split-rated Corporates) $0+: 1.00% (High Yield)
Account minimum: $1,000,000 Fee-only: Annual fees based on percentage of assets under management by bond sector as listed above.
Main office
See officePalos Verdes CA
Advisors at this office
1
Offices (2)
Most active in
California · Colorado · Florida · Illinois · Massachusetts · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Christopher M
Series 63, Series 65
Palos Verdes, CA
Envision Capital Management Inc
Christopher Malburg is a financial advisor at Envision Capital Management Inc with Series 63 and Series 65 credentials. He has been with Envision Capital Management since 2020 and has experience dating back to 1987 as a small business consultant and CPA, with additional involvement in a writers resource group since 1999. Envision Capital Management provides discretionary portfolio management exclusively for individual clients, primarily high-net-worth individuals. The firm emphasizes fixed-income and other marketable securities, using fundamental and technical analysis to develop tailored investment policies and manages approximately $334 million across 226 client accounts.
Marilyn C
Series 63
Los Angeles, CA
Envision Capital Management Inc
Marilyn Cohen is a financial advisor at Envision Capital Management Inc in Los Angeles, CA, holding a Series 63 designation with 31 years of industry experience. She has been with Envision Capital Management since 1995. Envision Capital Management provides discretionary portfolio management exclusively for high-net-worth individual clients, managing approximately $334 million across 226 accounts. The firm’s investment approach emphasizes fixed-income and other marketable securities, combining fundamental and technical analysis to develop individualized policies with a focus on longer-term holdings.
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