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VISIONARY HORIZONS, LLC
CRD 150483File 801-79890
APPROVED
Retail clients
Custody
Filing as of Jul 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$396.7M
Below cohort median (national)
Discretionary AUM
$370.9M
Non-discretionary $25.8M
Clients
709
3,989 accounts
Employees
12
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 17 | 12 | decreased by5 |
| Mar 1, 2026 | Clients | 577 | 709 | increased by132 |
| Mar 1, 2026 | AUM | $291,415,668 | $396,706,692 | increased by$105,291,024 |
| Mar 1, 2026 | Accounts | 3,229 | 3,989 | increased by760 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 17 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 421 | 577 | increased by156 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $206,816,746 | $291,415,668 | increased by$84,598,922 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 888 | 3,229 | increased by2,341 |
| Mar 1, 2022 | Employees | 8 | 9 | increased by1 |
| Mar 1, 2022 | Clients | 390 | 421 | increased by31 |
| Mar 1, 2022 | AUM | $155,930,036 | $206,816,746 | increased by$50,886,710 |
| Mar 1, 2022 | Accounts | 813 | 888 | increased by75 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VISIONARY HORIZONS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VISIONARY HORIZONS” may also match similarly-named firms). Confirm identity against each filing.
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.