William Dean Katzelis
Investment adviser representative at Vision Investment Advisors, LLC
31 yearsExperience
1 stateRegistered in
$137.4MFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
31 years in the industry.
- Vision Investment Advisors, LLCMar 2025 to now
- Powercore Management LLCAug 2021 to now
- High Ridge Futures LLCSep 2017 to now
- Divergent Capital Asset Management LLCDec 2024 to Mar 2025
- Clarity Capital PartnersSep 2022 to Dec 2024
- Essex Capital Management LLCNov 2016 to Sep 2023
- Vision Investment Advisors, LLCMay 2015 to Oct 2017
- Essex Asset ManagementNov 2000 to Oct 2017
- Essex FuturesMar 1995 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Vision Investment Advisors, LLC
$137.4MAssets managed
129Clients
9Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1679455
- Firm CRD
- 109621