VISIONARY HORIZONS, LLC
Firm details
- Headquarters
- KNOXVILLE, Tennessee
- CRD number
- 150483
- Registered since
- June 24, 2014
- Website
- www.visionaryhorizons.com
- Custodians
- CHARLES SCHWAB & CO., INC., LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI53.06%
- Individuals40.06%
- Pension & Profit Sharing Plans6.62%
- Charitable Organizations0.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Visionary Horizons, LLC is an independent registered investment adviser formed as an LLC and SEC-registered since 2014. The firm is owned by an individual and serves both individual & family clients and institutional clients. Its advisory scope includes financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting. Fee arrangements are mixed: percentage-of-AUM billing is offered alongside hourly and fixed-fee engagements and other fee arrangements. The firm identifies as an active ESG investor. Visionary Horizons is not listed as a capital allocator. It appears to use a combination of discretionary and non-discretionary mandates to deliver financial planning and investment management across its client base.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities11%
- Investment Grade Corp Bonds11%
- Cash & Cash Equivalents6%
- Non-Investment Grade Corp Bonds2%
Owners & executives
1 of 1Tyler McMurray
Chief Compliance Officer / COOCRD 7509132
Contacts
3 of 15Tyler Fedrick
Client Service ManagerCRD 6667082
NICHOLAS HUGHES
Investment Advisor RepresentativeCRD 5305004
JOSEPH MCCAMERON
Investment Advisor RepresentativeCRD 5983595
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 95Active vs passive
$236M in ETFs
70%
$164M
30%
$71.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $28.3M | 972,092 | 12.01% |
Location
KNOXVILLE, TN
KNOX
Location
KNOXVILLE, TN
Headquartered in KNOXVILLE, TN, anchoring the Knoxville-Morristown-Sevierville, TN metro in the South.
- Metro area
- Knoxville-Morristown-Sevierville, TN
- Region
- South
- County
- KNOX
- Address
- 620 Mabry Hood Rd
- Time zone
- CT (UTC-6)
- Office locations
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