VISIONARY HORIZONS, LLC

CRD 150483File 801-79890

APPROVED

Retail clients

Custody

Filing as of Jul 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$396.7M

Below cohort median (national)

Discretionary AUM

$370.9M

Non-discretionary $25.8M

Clients

709

3,989 accounts

Employees

Above cohort median in TN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Jun 24, 2014
Principal office: 620 MABRY HOOD RD, SUITE 301, KNOXVILLE, TN, 37932
Phone: 865-675-8496
Website: https://www.youtube.com/@WealthandWhiskey-RK

Assets & accounts

ADV Item 5F

Total regulatory AUM: $396.7M
Discretionary AUM: $370.9M
Non-discretionary AUM: $25.8M
Discretionary accounts: 3,973
Non-discretionary accounts: 16
Total accounts: 3,989
AUM per client: $560K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	1	$1.0M
High net worth individuals	98	$210.5M
Pension and profit sharing plans	42	$26.2M
Individuals (other than high net worth individuals)	568	$158.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — % OF PLAN ASSETS
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

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.