VISTA INVESTMENT PARTNERS
Firm details
- Headquarters
- RICHMOND, Indiana
- CRD number
- 327983
- Registered since
- October 13, 2023
- Website
- www.vistainvestment.net
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI65.06%
- Individuals32.98%
- Corporations / Businesses1.55%
- Charitable Organizations0.41%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Vista Investment Partners is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2023. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and educational seminars and workshops. Fee arrangements include both asset-based fees and fixed fees. The firm is not identified as an active ESG investor, does not operate as a capital allocator, and is not flagged as a multi-state adviser in the source data.
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
- Exchange Traded Equities51%
- Public Funds/Mutual Funds34%
- Other10%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2Sarah Peacock
Chief Operations OfficerCRD 6704803
DENNIS MASON
Chief Compliance OfficerCRD 3107130
Contacts
3 of 6Stasia Veramallay
Investment Adviser RepresentativeCRD 4123662
Matthew Golliher
Financial AdvisorCRD 6360230
PETER BARTEL
Investment Adviser RepresentativeCRD 2351291
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$64.3M in ETFs
63%
$40.8M
37%
$23.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $6.4M | 10,655 | 9.90% |
Location
RICHMOND, IN
WAYNE
Location
RICHMOND, IN
Headquartered in RICHMOND, IN, anchoring the Richmond-Connersville, IN metro in the Midwest.
- Metro area
- Richmond-Connersville, IN
- Region
- Midwest
- County
- WAYNE
- Address
- 1 Woodside Dr
- Time zone
- ET (UTC-5)
- Office locations
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