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JO
CFP
JO
CFP

Johnathon Opet

Emvision Capital Advisors, LLC
8 Years of Experience
Aurora, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Johnathon Opet is a CFP-designated registered investment advisor at Emvision Capital Advisors, LLC, based in Aurora, OH, with 8 years of industry experience. Johnathon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 429 clients with $180M in assets under management.

Emvision Capital Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
429 clients
Average Client Portfolio
$411K average
Assets Under Management
$176.4M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Client fee schedules are negotiated individually, up to a maximum annual rate of 2.0% of assets under management. Some clients have flat fee structures not based on assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

251 W. Garfield Rd, Ste 155, Aurora, OH, 44202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Johnathon sells fixed insurance, dedicating about 10% of his time to this activity. He is also a co-owner of M&D Financial Enterprises, Inc., DBA EmVision Capital Advisors, spending all of his time on this business.

Employment History
Current Registrations
Emvision Capital Advisors, LLC
January 2026 - Present · 9 mos
Commonwealth Financial Network
March 2022 - Present · 4 yrs 7 mos
Commonwealth Financial NetworkBroker
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Emvision Capital Advisors, LLC
September 2025 - December 2025 · 3 mos
Stratos Wealth Partners, LTD
January 2018 - March 2022 · 4 yrs 2 mos
LPL Financial LLCBroker
October 2017 - March 2022 · 4 yrs 5 mos
State Registrations2 states
FLOH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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