VISTA INVESTMENT PARTNERS LLC
Firm details
- Headquarters
- OKLAHOMA CITY, Oklahoma
- CRD number
- 286014
- Registered since
- January 3, 2017
- Website
- www.vistainvestment.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.76%
- Individuals17.59%
- Corporations / Businesses6.19%
- Charitable Organizations2.46%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Vista Investment Partners LLC is an independent registered investment adviser that serves both individual/family and institutional clients. Registered with the SEC in 2017 and structured as an LLC with individual ownership, the firm provides financial planning and discretionary portfolio management for individuals, small businesses and institutions, and lists pension consulting among its advisory activities. Compensation comes through a mix of percentage-of-AUM and fixed fees. Vista does not present itself as a capital allocator and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities44%
- Cash & Cash Equivalents41%
- US Government Bonds8%
- Public Funds/Mutual Funds6%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1JERRY THURMAN
Chief Operations OfficerCRD 4671474
Contacts
3 of 5STEVEN HAWES
Investment Advisor RepresentativeCRD 1517079
RONALD RICHARDSON
Managing Partner, Senior Portfolio ManagerCRD 1255191
Jane Eastwood
Vice PresidentCRD 7884418
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$50.4M in ETFs
55%
$27.9M
43%
$22.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $12M | 18,457 | 23.80% |
Location
OKLAHOMA CITY, OK
OKLAHOMA
Location
OKLAHOMA CITY, OK
Headquartered in OKLAHOMA CITY, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- OKLAHOMA
- Address
- 5601 N Classen Blvd
- Time zone
- CT (UTC-6)
- Office locations
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