Overview
Assets Under Management: $291 million
Headquarters: KNOXVILLE, TN
High-Net-Worth Clients: 71
Average Client Assets: $2 million
Frequently Asked Questions
VISIONARY HORIZONS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150483), VISIONARY HORIZONS, LLC is subject to fiduciary duty under federal law.
VISIONARY HORIZONS, LLC is headquartered in KNOXVILLE, TN.
VISIONARY HORIZONS, LLC serves 71 high-net-worth clients according to their SEC filing dated August 05, 2025. View client details ↓
According to their SEC Form ADV, VISIONARY HORIZONS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
VISIONARY HORIZONS, LLC manages $291 million in client assets according to their SEC filing dated August 05, 2025.
According to their SEC Form ADV, VISIONARY HORIZONS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.22
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,229
Discretionary Accounts: 3,229
Regulatory Filings
CRD Number: 150483
Filing ID: 2007512
Last Filing Date: 2025-08-05 07:59:00
Website: https://visionaryhorizons.com