Visionary Square
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 168267
- Registered since
- November 26, 2013
- Website
- visionarysquare.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.46%
- Individuals25.24%
- Charitable Organizations2.74%
- Corporations / Businesses1.7%
- Pension & Profit Sharing Plans0.86%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Visionary Square is an independent registered investment adviser organized as an LLC that describes itself as both a capital allocator and a platform partner for independent advisors. The firm is SEC-registered (initial registration recorded in 2013) and serves individual and family clients as well as institutional accounts. Its fee schedule includes percentage-of-AUM billing as well as hourly and fixed-fee arrangements. Visionary Square also operates as a registered representative of a broker-dealer and as an insurance broker, and it offers a broad set of advisory services: financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting services, selection of other advisers, and client education and publications. The organization recently rebranded from Independent Advisor Alliance to Visionary Square, presenting itself as an advisor-focused partner for independent practices. The firm has received industry recognition, including placement on Financial Times’ Top 300 RIA firms (2020), FA Magazine’s Top RIA Firms (2020), and Citywire’s 50 Growers Across America (2026).
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 Funds66%
- Exchange Traded Equities27%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 352Active vs passive
$701M in ETFs
77%
$542M
11%
$158M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $30.7M | 346,559 | 4.38% |
Location
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 11215 N Community House Rd
- Time zone
- ET (UTC-5)
- Office locations
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