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VENTURE VISIONARY PARTNERS LLC
CRD 304237File 801-116835
APPROVED
Retail clients
Custody
Filing as of Sep 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.24B
Top 25% of cohort (national)
Discretionary AUM
$5.19B
Non-discretionary $51.9M
Clients
2,810
6,711 accounts
Employees
46
Top 10% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 21, 2019
- Principal office
- 5520 MONROE STREET, SUITE B, SYLVANIA, OH, 43560
- Phone
- (419) 464-7401
- Website
- http://www.venturevp.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.24B
- Discretionary AUM
- $5.19B
- Non-discretionary AUM
- $51.9M
- Discretionary accounts
- 6,671
- Non-discretionary accounts
- 40
- Total accounts
- 6,711
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 75 | $558.9M |
| Charitable organizations | 65 | $418.9M |
| High net worth individuals | 833 | $3.67B |
| Pension and profit sharing plans | 10 | $12.4M |
| Individuals (other than high net worth individuals) | 1,827 | $582.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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 |
|---|---|---|---|---|
| Sep 5, 2026 | Disclosures | Yes | No | |
| Apr 1, 2026 | Employees | 38 | 46 | increased by8 |
| Apr 1, 2026 | Clients | 2,560 | 2,810 | increased by250 |
| Apr 1, 2026 | AUM | $4,363,359,457 | $5,242,198,595 | increased by$878,839,138 |
| Apr 1, 2026 | Accounts | 6,322 | 6,711 | increased by389 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 31 | 38 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,501 | 2,560 | increased by1,059 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,377,952,718 | $4,363,359,457 | increased by$985,406,739 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,387 | 6,322 | increased by1,935 |
| Aug 1, 2022 | Employees | 32 | 31 | decreased by1 |
| Apr 1, 2022 | Employees | 29 | 32 | increased by3 |
| Apr 1, 2022 | Clients | 897 | 1,501 | increased by604 |
| Apr 1, 2022 | AUM | $2,702,543,939 | $3,377,952,718 | increased by$675,408,779 |
| Apr 1, 2022 | Accounts | 3,590 | 4,387 | increased by797 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VENTURE VISIONARY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VENTURE VISIONARY” 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.