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 registered investment adviser structured as a limited liability company and SEC-registered in 2023. The firm serves both individual/family and institutional clients and charges clients using AUM-based fees as well as fixed fees. Its advisory services emphasize financial planning, discretionary portfolio management for individuals, small businesses and institutional clients, and client education through seminars and workshops. Vista does not identify as an active ESG investor and is not listed as a capital allocator; its model appears to rely on third-party managers and marketable securities rather than private direct sourcing.
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 42Active vs passive
$66.3M in ETFs
71%
$47M
23%
$19.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $7M | 10,214 | 10.58% |
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
Similar firms
Spectrum Advisors Financial, LLC
RIARichmond, IN
Intrepid Financial Planning Group, LLC
RIACarmel, IN
Oxinas Partners Wealth Management
RIAJeffersonville, IN
Forum Private Client Group
RIAFishers, IN
Horizon Investment Services, LLC
RIAHammond, IN
Maripau Wealth Management LLC
RIAFort Wayne, IN