Vista Investment Partners
Firm details
- Headquarters
- Richmond, Indiana
- CRD number
- 327983
- Registered since
- October 13, 2023
- Website
- www.vistainvestment.net
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI65.06%
- Individuals32.98%
- Corporations / Businesses1.55%
- Charitable Organizations0.41%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Vista Investment Partners is an independent, LLC-structured registered investment adviser that began SEC registration in 2023. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and educational seminars. Its fees combine a percentage-of-assets model with fixed-fee arrangements. Ownership is held by an individual principal and the firm positions itself as a fee-based wealth manager rather than a capital allocator or pension consultant. Vista does not identify as an active ESG investor.
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
- Exchange Traded Equities51%
- Public Funds/Mutual Funds34%
- Other10%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2
Sarah Peacock
Chief Operations OfficerCRD 6704803
Dennis Mason
Chief Compliance OfficerCRD 3107130
Contacts
3 of 6Stasia Veramallay
Investment Adviser RepresentativeCRD 4123662
Brett Guiley
Managing PartnerCRD 4145989
Jeffrey Aurand
Senior Vice PresidentCRD 4692143
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$71.6M in ETFs
78%
$55.6M
18%
$16M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $6.7M | 9,515 | 9.31% |
Location
Richmond, IN
Wayne
Location
Richmond, IN
Headquartered in Richmond, IN, anchoring the Richmond-Connersville, IN metro in the Midwest.
- Metro area
- Richmond-Connersville, IN
- Region
- Midwest
- County
- Wayne
- Address
- 1 Woodside Dr
- Time zone
- ET (UTC-5)
- Office locations
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