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VISTA INVESTMENT PARTNERS
Legal name: VISTA INVESTMENT PARTNERS II, LLC
CRD 327983File 801-128904
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$383.1M
Below cohort median (national)
Discretionary AUM
$383.0M
Non-discretionary $113K
Clients
494
1,548 accounts
Employees
12
Below cohort median in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 13, 2023
- Principal office
- ONE WOODSIDE DRIVE, RICHMOND, IN, 47374
- Phone
- 765-962-5153
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $383.1M
- Discretionary AUM
- $383.0M
- Non-discretionary AUM
- $113K
- Discretionary accounts
- 1,547
- Non-discretionary accounts
- 1
- Total accounts
- 1,548
- AUM per client
- $776K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $6.0M |
| Charitable organizations | Fewer than 5 | $1.6M |
| High net worth individuals | 94 | $249.3M |
| Individuals (other than high net worth individuals) | 397 | $126.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- 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- Q11D2
- Q11D4
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.