|
⚲
|
| Keyboard |
| Visionary Horizons LLC
✚
|
|
|---|---|
| CRD # | 150483 |
| SEC # | 801-79890 |
| CIK # | 0002003615 |
| AUM | 396.7 M (2026-05-11) |
| Employees | 12 (100% Investors, 33% Brokers) |
| Fees | |
| Minimum | |
| Phone | 865-675-8496 |
| Address | 620 Mabry Hood Rd Knoxville, TN 37932 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 2.4 | ||
| Nvidia Corp | 2.3 | ||
| Trebia Acquisition Corp | 1.9 | ||
| Microsoft Corp | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 568 | 158.9 |
| (b) Individuals (high net worth individuals) | 98 | 210.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 42 | 26.2 |
| (h) Charitable organizations | 1 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,989 | 396.7 |
| By Discretionary | ||
| Discretionary | 3,973 | 370.9 |
| Non-Discretionary | 16 | 25.8 |
| Total | 3,989 | 396.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 396.7 | |
| Total | 3,989 | 396.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002003615] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 25 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Perennial Advisors Group LLC
✚
|
MA | 397.4 M |
|
IAMS Wealth Management LLC
✚
|
NE | 397.2 M |
|
Sagebroadview Wealth Management LLC
✚
|
CT | 397.2 M |
|
Alpha Solutions Investment Advisors LLC
✚
|
CA | 397.1 M |
|
Centennial Wealth Advisory LLC
✚
|
MI | 397.1 M |
|
Sutton Place Investors LLC
✚
|
NY | 397.0 M |
|
Goodwin Investment Advisory LLC
✚
|
GA | 397.0 M |
|
Miramontes Capital LLC
✚
|
CA | 396.9 M |
|
New Insight Wealth Advisors
✚
|
CA | 396.9 M |
|
Kirtland Financial Management Inc
✚
|
FL | 396.1 M |