Overview
Assets Under Management: $541 million
Headquarters: OKLAHOMA CITY, OK
High-Net-Worth Clients: 109
Average Client Assets: $4 million
Frequently Asked Questions
VISTA INVESTMENT PARTNERS 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 #286014), VISTA INVESTMENT PARTNERS LLC is subject to fiduciary duty under federal law.
VISTA INVESTMENT PARTNERS LLC is headquartered in OKLAHOMA CITY, OK.
VISTA INVESTMENT PARTNERS LLC serves 109 high-net-worth clients according to their SEC filing dated July 16, 2025. View client details ↓
According to their SEC Form ADV, VISTA INVESTMENT PARTNERS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
VISTA INVESTMENT PARTNERS LLC manages $541 million in client assets according to their SEC filing dated July 16, 2025.
According to their SEC Form ADV, VISTA INVESTMENT PARTNERS 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: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.31
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,601
Discretionary Accounts: 1,541
Non-Discretionary Accounts: 60
Regulatory Filings
CRD Number: 286014
Filing ID: 2003903
Last Filing Date: 2025-07-16 05:31:00
Website: https://vistainvestment.com