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 began SEC registration in 2017 and is organized as an LLC. The firm serves both individual/family and institutional clients, operating on a blend of percentage-of-AUM and fixed-fee billing. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Vista does not present itself as an active ESG investor and is not described as a capital allocator.
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 1
Jerry 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 23Active vs passive
$58M in ETFs
64%
$37M
35%
$21.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $13.8M | 18,486 | 23.79% |
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
Similar firms
Investrust Consulting, LLC
RIAOklahoma City, OK
Plan Group Financial, Inc.
RIAOklahoma City, OK
Castlepoint Wealth Advisors
RIAOklahoma City, OK
Mitchell & Pahl Private Wealth
RIAOklahoma City, OK
Acorn Capital Management
RIAOklahoma City, OK
Access Financial Resources Inc.
RIAOklahoma City, OK