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VISTA INVESTMENT PARTNERS LLC
CRD 286014 · SEC 801-108779
5601 NORTH CLASSEN BOULEVARD, SUITE 101, OKLAHOMA CITY, OK, 73118, United States
Phone
405-608-5390
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$610.6M
Discretionary AUM
$595.4M
Team
9 total employees; 6 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 334 | $107.4M |
| High net worth individuals | 118 | $450.4M |
| Charitable organizations | 4 | $15.0M |
| Corporations/business entities | 23 | $37.8M |
States served
AL, AZ, CA, CO, IL, IA, KS, LA, NE, NM, NC, OH, OK, TN, VA, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD