Visionary Horizons, LLC
Firm details
- Headquarters
- Knoxville, Tennessee
- CRD number
- 150483
- Registered since
- June 24, 2014
- Website
- www.visionaryhorizons.com
- Custodians
- CHARLES SCHWAB & CO., INC., LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI53.06%
- Individuals40.06%
- Pension & Profit Sharing Plans6.62%
- Charitable Organizations0.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Visionary Horizons, LLC is an independent registered investment adviser formed in 2014 and organized as an LLC under individual ownership. The firm serves both individual and family clients as well as institutional accounts, providing financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting. Its billing approaches include AUM-based fees as well as hourly and fixed-fee arrangements. Visionary Horizons describes itself as an active ESG investor and incorporates environmental, social, or governance considerations into its investment process.
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 Funds68%
- Exchange Traded Equities11%
- Investment Grade Corp Bonds11%
- Cash & Cash Equivalents6%
- Non-Investment Grade Corp Bonds2%
Owners & executives
1 of 1
Tyler McMurray
Chief Compliance Officer / COOCRD 7509132
Contacts
3 of 16
James Kraeske
Investment Advisor RepresentativeCRD 5201883
Nicholas Hughes
Investment Advisor RepresentativeCRD 5305004
Katherine Stellflue
Registered RepresentativeCRD 4221262
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 209Active vs passive
$544M in ETFs
69%
$374M
30%
$170M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $33.1M | 976,851 | 6.07% |
Location
Knoxville, TN
Knox
Location
Knoxville, TN
Headquartered in Knoxville, TN, anchoring the Knoxville-Morristown-Sevierville, TN metro in the South.
- Metro area
- Knoxville-Morristown-Sevierville, TN
- Region
- South
- County
- Knox
- Address
- 620 Mabry Hood Rd
- Time zone
- CT (UTC-6)
- Office locations
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