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VISTA FINANCE, LLC
CRD 312082File 801-120420
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$320.0M
Below cohort median (national)
Discretionary AUM
$304.6M
Non-discretionary $15.3M
Clients
98
453 accounts
Employees
5
Below cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 1, 2021
- Principal office
- 100 SOUTH BRENTWOOD, SUITE 350, CLAYTON, MO, 63105
- Phone
- 314-518-5240
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $320.0M
- Discretionary AUM
- $304.6M
- Non-discretionary AUM
- $15.3M
- Discretionary accounts
- 449
- Non-discretionary accounts
- 4
- Total accounts
- 453
- AUM per client
- $3.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $54.6M |
| Charitable organizations | 15 | $1.6M |
| High net worth individuals | 58 | $259.8M |
| Individuals (other than high net worth individuals) | 15 | $4.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- 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
- No
- 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 |
|---|---|---|---|
| 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.