Venture Visionary Partners LLC

RIASEC RegisteredEst. 2019
Total AUM
$5.2B
Discretionary
$5.2B
99% of AUM
Avg account
$781K
Accounts
6,711
Employees
46
Advisory reps
31

Firm details

Headquarters
Sylvania, Ohio
CRD number
304237
Registered since
June 21, 2019
Website
venturevp.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI70.01%
  • Individuals11.1%
  • Corporations / Businesses10.66%
  • Charitable Organizations7.99%
  • Pension & Profit Sharing Plans0.24%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Venture Visionary Partners LLC is an independent RIA formed in 2019 and organized as an LLC under individual ownership. The firm acts as a capital allocator for both individual/family and institutional clients and offers a mix of financial planning, portfolio management for individuals and businesses, pension consulting and manager selection. Fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. The firm reports active ESG investing practices and maintains industry links with accounting and insurance firms. Venture Visionary has been recognized by Forbes among its Top RIA lists in 2022, 2023 and 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 38%, Exchange Traded Equities 35%, Cash & Cash Equivalents 10%, Other 5%, Investment Grade Corp Bonds 4%, US Government Bonds 3%, State & Local Bonds 2%, Non-Investment Grade Corp Bonds 2%, Non-Exchange Traded Equities 1%38%
  • Public Funds/Mutual Funds38%
  • Exchange Traded Equities35%
  • Cash & Cash Equivalents10%
  • Other5%
  • Investment Grade Corp Bonds4%

Owners & executives

3 of 4
  • Craig Warnimont

    Craig Warnimont

    Partner, Chief Investment OfficerCRD 3115449

  • Craig Findley

    Craig Findley

    Founder and CEOCRD 2250784

  • Robert Retzloff

    Robert Retzloff

    Chief Operating OfficerCRD 2424908

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Contacts

3 of 27
  • Ryan Borucki

    Ryan Borucki

    Financial Planning AdvisorCRD 5758555

  • Timothy Carroll

    Timothy Carroll

    Financial AdvisorCRD 5763804

  • Amy Amos

    Amy Amos

    Relationship ManagerCRD 4339736

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 309

Active vs passive

$1.9B in ETFs

Passive

78%

$1.5B

Active

14%

$409M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$96.4M130,9325.16%
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Location

Primary office

Sylvania, OH

Lucas

Location

Sylvania, OH

Headquartered in Sylvania, OH, anchoring the Toledo-Findlay-Tiffin, OH metro in the Midwest.

Metro area
Toledo-Findlay-Tiffin, OH
Region
Midwest
County
Lucas
Address
5520 Monroe St
Time zone
ET (UTC-5)
Office locations

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