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VISTA INVESTMENT PARTNERS LLC
CRD 286014File 801-108779
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$610.6M
Above cohort median (national)
Discretionary AUM
$595.4M
Non-discretionary $15.2M
Clients
479
1,610 accounts
Employees
9
Above cohort median in OK
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 3, 2017
- Principal office
- 5601 NORTH CLASSEN BOULEVARD, SUITE 101, OKLAHOMA CITY, OK, 73118
- Phone
- 405-608-5390
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $610.6M
- Discretionary AUM
- $595.4M
- Non-discretionary AUM
- $15.2M
- Discretionary accounts
- 1,539
- Non-discretionary accounts
- 71
- Total accounts
- 1,610
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 23 | $37.8M |
| Charitable organizations | Fewer than 5 | $15.0M |
| High net worth individuals | 118 | $450.4M |
| Individuals (other than high net worth individuals) | 334 | $107.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- 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- Q11D5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 498 | 479 | decreased by19 |
| Feb 1, 2026 | AUM | $541,021,596 | $610,582,257 | increased by$69,560,661 |
| Feb 1, 2026 | Accounts | 1,601 | 1,610 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 9 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,017 | 498 | decreased by519 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $771,540,297 | $541,021,596 | decreased by$230,518,701 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,720 | 1,601 | decreased by1,119 |
| Apr 1, 2022 | Employees | 11 | 15 | increased by4 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 914 | 1,017 | increased by103 |
| Apr 1, 2022 | AUM | $513,332,118 | $771,540,297 | increased by$258,208,179 |
| Apr 1, 2022 | Accounts | 2,168 | 2,720 | increased by552 |
| 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 “VISTA INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VISTA INVESTMENT” 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.