Venture Visionary Partners LLC
Firm details
- Headquarters
- Sylvania, Ohio
- CRD number
- 304237
- Registered since
- June 21, 2019
- Website
- venturevp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.01%
- Individuals11.1%
- Corporations / Businesses10.66%
- Charitable Organizations7.99%
- Pension & Profit Sharing Plans0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Venture Visionary Partners LLC is an independent, owner-operated RIA organized as a limited liability company. The firm is registered with the SEC (registered in 2019) and serves both high-net-worth individuals and families as well as institutional clients. Its advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and selection of other advisers. Venture Visionary Partners reports using multiple fee arrangements (percentage of AUM, hourly charges and fixed fees) and identifies itself as a capital allocator that actively incorporates ESG considerations into its investment process. The firm also lists industry ties to accounting and insurance firms and has been recognized by Forbes as one of the top RIA firms in 2022, 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds38%
- Exchange Traded Equities35%
- Cash & Cash Equivalents10%
- Other5%
- Investment Grade Corp Bonds4%
Owners & executives
3 of 4
Craig Warnimont
Partner, Chief Investment OfficerCRD 3115449
Craig Findley
Founder and CEOCRD 2250784
Robert Retzloff
Chief Operating OfficerCRD 2424908
Contacts
3 of 27
Ryan Borucki
Financial Planning AdvisorCRD 5758555
Timothy Carroll
Financial AdvisorCRD 5763804
Amy Amos
Relationship ManagerCRD 4339736
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 312Active vs passive
$2B in ETFs
78%
$1.5B
15%
$434M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $98.7M | 133,435 | 5.02% |
Location
Sylvania, OH
Lucas
Location
Sylvania, OH
Headquartered in Sylvania, OH, anchoring the Toledo-Findlay-Tiffin, OH metro in the Midwest.
- Metro area
- Toledo-Findlay-Tiffin, OH
- Region
- Midwest
- County
- Lucas
- Address
- 5520 Monroe St
- Time zone
- ET (UTC-5)
- Office locations
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