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Chief Compliance Officer, Portfolio Manager · Envision Financial Planning, LLC

Clayton J. Chapman

CRD 5688649 · Named on Form ADV at one SEC-registered adviser

At a glance

Envision Financial Planning, LLC, an SEC-registered wealth manager based in Memphis, TN with $462 million in regulatory assets, lists Clayton J. Chapman on its Form ADV as Chief Compliance Officer, Portfolio Manager, a control person.

Firms and roles

AtlasMembers

Clayton’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Clayton’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.