Travis E Terzer
Investment adviser representative at Capvisor Associates, LLC
13 yearsExperience
1 stateRegistered in
$633.1MFirm assets
9 yearsFirm in business
Are you Travis E Terzer? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Seminars and workshops
Experience
13 years in the industry.
- Capvisor Associates, LLCAug 2020 to now
- AIGJan 2018 to Jul 2020
- Clemson UniversityAug 2013 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (GA).
Capvisor Associates, LLC
$633.1MAssets managed
25Clients
4Advisers
9 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
- 7286258
- Firm CRD
- 289154