Investment adviser · CRD 327983
VISTA INVESTMENT PARTNERS
Investment adviser filing (IA)
VISTA INVESTMENT PARTNERS II, LLC
RICHMOND, IN, United States · Form ADV filed Sep 28, 2026
- Regulatory AUM
- $383M Form ADV · Item 5.F
- Client accounts
- 1,548 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 94 | $249,257,174 | 65.1% |
| Individuals | 397 | $126,350,454 | 33.0% |
| Corporations & businesses | 3 | $5,956,925 | 1.6% |
| Charities | Fewer than 5 | $1,581,271 | 0.4% |
Filing source
Form ADV 2135153 · Sep 28, 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
ONE WOODSIDE DRIVERICHMOND, IN, 47374, United States
CRD 327983
Filing source
Form ADV 2135153 · Sep 28, 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.