William Dean Katzelis

Employer firm

Vision Investment Advisors, LLC CRD 109621

$137M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1995 → 10/2017
  Essex Futures
  Irvine, CA
• 05/2015 → 10/2017
  Vision Investment Advisors, Llc
  Irvine, CA
• 11/2000 → 10/2017
  Essex Asset Management
  Laguna Hills, CA
• 11/2016 → 09/2023
  Essex Capital Management Llc
  Fallbrook, CA
• 09/2022 → 12/2024
  Clarity Capital Partners
  Newport Beach, CA
• 12/2024 → 03/2025
  Divergent Capital Asset Management Llc
  Fallbrook, CA
• 08/2021 → Present
  Powercore Management Llc
  Fallbrook, CA
• 09/2017 → Present
  High Ridge Futures Llc
  Fallbrook, CA
• 03/2025 → Present
  Vision Investment Advisors
  Stamford, CT

Previous Registrations

• 2024-12-20 → 2025-03-28
  Divergent Capital Asset Management Llc
  Fallbrook, CA
  Palm Beach Gardens, FL
• 2022-10-12 → 2025-01-09
  Clarity Capital Partners
  Newport Beach, CA

Other Businesses

Powercore Management LLC; Associated Person; Investment related: Yes; Location: 4349 Fallsbrae Road Fallbrook CA 92028; Start date: 2021-08-16; Hours devoted to business during trading hours: 1; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 2. Branch Office Manager; High Ridge Futures LLC; Is the business investment related: Yes; Location of the business: 4349 Fallsbrae Road Fallbrook CA 92028 United States; Responsibilities Duties: Branch Manager-I operate my branch office-Service Clients; Start date with business: 2017-09-25; Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 5;

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-22

Other Names

• William Katzelis
• Dean Katzelis