Investment adviser · CRD 312082

VISTA FINANCE, LLC

Investment adviser filing (IA)

CLAYTON, MO, United States · Form ADV filed Mar 27, 2026

Regulatory AUM
$320M
Form ADV · Item 5.F
Client accounts
453
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals58$259,807,84481.2%
Corporations & businesses10$54,568,59917.1%
Individuals15$4,025,1931.3%
Charities15$1,565,5250.5%
Filing source

Form ADV 2077707 · Mar 27, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

VISTA HOLDING COOther Private Fund · Last reported Mar 27, 2026$10.7MGross asset value
Auditor CLIFTONLARSONALLEN LLP CHARLOTTE, North Carolina, United States
Custodian BANK OF AMERICA CHARLOTTE, North Carolina, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

CLIFTONLARSONALLEN LLP
PCAOB 655

Fund details & source
Fund ID
805-4201588798
Reported beneficial owners
58
Minimum commitment
$100K

Form ADV 2077707 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 27, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

100 SOUTH BRENTWOOD, SUITE 350
CLAYTON, MO, 63105, United States

CRD 312082

Filing source

Form ADV 2077707 · Mar 27, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.