{ "crd_number": 296855, "slug": "green-vista-asset-management-llc-winter-park-fl-296855", "primary_business_name": "GREEN VISTA ASSET MANAGEMENT LLC", "legal_name": "GREEN VISTA ASSET MANAGEMENT LLC", "dbas": [], "city": "Winter Park", "state": "FL", "country": "United States", "cbsa_code": "36740", "metro": { "cbsa_code": "36740", "common_name": "Orlando", "msa_name": "Orlando-Kissimmee-Sanford, FL", "path": "/advisors/fl/orlando" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2019-04-03", "years_registered": 7, "period": "2026-10-01", "filing_date": "2026-03-18", "carried_forward": false, "raum_total": 16206841.0, "raum_discretionary": 16206841.0, "raum_non_discretionary": 0.0, "raum_band": "under_25m", "raum_band_label": "Under $25 million", "total_employees": 7, "advisory_employees": 6, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": 0.0, "count": null }, "charitable": { "raum": 0.0, "count": 0 }, "individuals": { "raum": 4986946.0, "count": 42 }, "banking_thrift": { "raum": 0.0, "count": 0 }, "state_municipal": { "raum": 0.0, "count": 0 }, "insurance_companies": { "raum": 2414295.0, "count": 1, "fewer_than_5": true }, "investment_companies": { "raum": 0.0, "count": 0 }, "pension_profit_sharing": { "raum": 0.0, "count": 0 }, "other_investment_advisers": { "raum": 0.0, "count": 0 }, "high_net_worth_individuals": { "raum": 8805600.0, "count": 16 }, "pooled_investment_vehicles": { "raum": 0.0, "count": 0 }, "corporations_other_businesses": { "raum": 0.0, "count": null }, "business_development_companies": { "raum": 0.0, "count": 0 }, "sovereign_wealth_foreign_official": { "raum": 0.0, "count": 0 } }, "compensation_types": [ "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 1, "states_registered": [ "CA", "FL", "IN", "LA", "OH", "PA" ], "websites": [], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/296855", "disclosure_items": [ { "item": "11.D(5)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?" } ], "city_as_filed": "WINTER PARK", "url": "https://advisorcensus.com/firm/green-vista-asset-management-llc-winter-park-fl-296855", "display_name": "Green Vista Asset Management LLC", "summary": "Green Vista Asset Management LLC is a state-registered investment advisory firm in Winter Park, FL, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.", "citation": "AdvisorCensus. Green Vista Asset Management LLC (CRD 296855): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Green Vista Asset Management LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Green Vista Asset Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Green Vista Asset Management LLC located?", "a": "Green Vista Asset Management LLC's principal office is in Winter Park, FL, according to its Form ADV." }, { "q": "Is Green Vista Asset Management LLC registered with the SEC or a state?", "a": "Green Vista Asset Management LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 296855." }, { "q": "How much does Green Vista Asset Management LLC manage?", "a": "Green Vista Asset Management LLC reports $16,206,841 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary)." }, { "q": "What types of clients does Green Vista Asset Management LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42); high net worth individuals (16); insurance companies (1)." }, { "q": "Does Green Vista Asset Management LLC report any disciplinary disclosures?", "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/296855" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/green-vista-asset-management-llc-winter-park-fl-296855.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 42, "fewer_than_5": false, "raum": 4986946.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 16, "fewer_than_5": false, "raum": 8805600.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "business_development_companies", "label": "Business development companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 1, "fewer_than_5": true, "raum": 2414295.0 }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": null, "fewer_than_5": false, "raum": 0.0 }, { "type": "other", "label": "Other", "count": null, "fewer_than_5": false, "raum": 0.0 } ], "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/296855", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }