Vista Finance, LLC

RIASEC RegisteredEst. 2021

Total AUM

$320M

Discretionary

$305M

95% of AUM

Avg account

$706K

Accounts

453

Employees

Advisory reps

Firm details

Headquarters: Clayton, Missouri
CRD number: 312082
Registered since: March 1, 2021
Website: www.myvista.us
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI81.2%
Corporations / Businesses17.05%
Individuals1.26%
Charitable Organizations0.49%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Vista Finance, LLC is an independent, SEC-registered registered investment adviser formed as an LLC and registered in 2021. The firm is owned by an individual and positions itself as a capital allocator and discretionary portfolio manager serving both high-net-worth individuals and families as well as institutional clients. Its billing mixes percentage-of-AUM and fixed fees. Advisory services emphasize traditional wealth management: financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and the selection of outside advisers. Vista Finance is not identified as an active ESG investor. Its industry relationships include ties to banking or thrift institutions and insurance companies, and the firm also serves as a sponsor/GP/managing member of pooled investment vehicles.