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VISION INVESTMENT ADVISORS, LLC
CRD 109621File 801-57975
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$137.4M
Bottom 25% of cohort (national)
Discretionary AUM
$126.4M
Non-discretionary $11.0M
Clients
129
129 accounts
Employees
9
Bottom 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Sep 22, 2000
- Principal office
- 1010 WASHINGTON BLVD, SUITE 300, STAMFORD, CT, 06901
- Phone
- 203-388-2700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $137.4M
- Discretionary AUM
- $126.4M
- Non-discretionary AUM
- $11.0M
- Discretionary accounts
- 116
- Non-discretionary accounts
- 13
- Total accounts
- 129
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 54 | $114.4M |
| Pension and profit sharing plans | Fewer than 5 | $2.5M |
| Individuals (other than high net worth individuals) | 73 | $20.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.