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 RIA organized as an LLC and registered with the SEC in 2013. The firm serves both individual & family clients and institutional accounts, operating as a capital allocator that combines fee-based advisory services (percentage of AUM, hourly, and fixed fees) with brokerage and insurance distribution through registered representative and insurance broker activities. Core advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of external advisers, and client education via publications and seminars. The firm does not identify as an active ESG investor. The organization recently rebranded from Independent Advisor Alliance to Visionary Square, positioning itself as a platform partner for independent advisors; materials cite a multi-advisor network with a national footprint and expanded platform capabilities. Visionary Square 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
3 of 7
Jessica Sexton
Chief Compliance OfficerCRD 5260955

Robert Russo
Chief Executive Officer & FounderCRD 4466372

Sharon Herman
CEOCRD 4477226
Contacts
3 of 297
Darryl Cermak-serfass
Wealth AdvisorCRD 5653807

Kevin Meyer
Financial AdvisorCRD 5742557

Peter Metcalf
FounderCRD 5764255
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 323Active vs passive
$662M in ETFs
78%
$515M
11%
$147M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $33.5M | 91,032 | 5.07% |
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
Similar firms
Stepstone Private Wealth
RIACharlotte, NC
Global Endowment Management, LP
RIACharlotte, NC
Churchill Investment Management LLC
RIACharlotte, NC
Adhesion Wealth Advisor Solutions
RIACharlotte, NC
Ridgemont Partners Management, LLC
RIACharlotte, NC
Alight Financial Advisors, LLC
RIACharlotte, NC