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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 Aug 17, 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 |
|---|---|---|---|
| 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.