Emily Griswell
Sovereign Capital Vantage · Ashland, Virginia
Emily Griswell is a fee-only financial advisor at Sovereign Capital Vantage in Ashland, Virginia. Sovereign Capital Vantage reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Sovereign Capital Vantage |
|---|---|
| Based in | Ashland, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $26.8M across 68 accounts |
| SEC registration | Investment adviser representative in MS, VA · CRD 8303221 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.scvwealthmangement.com |
| Profile |
How Emily's firm compares
- Sovereign Capital Vantage's average account is about $393,000, from its Form ADV (assets managed divided by 68 accounts).
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Questions about Emily
Is Emily Griswell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Emily holds no broker registration, and Sovereign Capital Vantage reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Emily charge for financial advice?
Emily's firm, Sovereign Capital Vantage, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Emily Griswell based?
Emily Griswell is based in Ashland, Virginia.
Is Emily Griswell registered with the SEC?
Yes. Emily Griswell is registered as an investment adviser representative in MS and VA (CRD 8303221), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sovereign Capital Vantage manage?
Sovereign Capital Vantage reports $26.8M across 68 accounts in assets under management.
How do I contact Emily Griswell?
Through Emily's website, www.scvwealthmangement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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