{ "crd_number": 304237, "slug": "venture-visionary-partners-llc-sylvania-oh-304237", "primary_business_name": "VENTURE VISIONARY PARTNERS LLC", "legal_name": "VENTURE VISIONARY PARTNERS LLC", "dbas": [], "city": "Sylvania", "state": "OH", "country": "United States", "cbsa_code": "45780", "metro": { "cbsa_code": "45780", "common_name": "Toledo", "msa_name": "Toledo, OH", "path": "/advisors/oh/toledo" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2019-06-21", "years_registered": 7, "period": "2026-10-01", "filing_date": "2026-09-04", "carried_forward": false, "raum_total": 5242198595.0, "raum_discretionary": 5190284055.0, "raum_non_discretionary": 51914540.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 46, "advisory_employees": 18, "client_count_bucket": null, "clients_by_type": { "charitable": { "raum": 418944988.0, "count": 65 }, "individuals": { "raum": 582035743.0, "count": 1827 }, "pension_profit_sharing": { "raum": 12433262.0, "count": 10 }, "high_net_worth_individuals": { "raum": 3669887030.0, "count": 833 }, "corporations_other_businesses": { "raum": 558897572.0, "count": 75 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "pension_consulting", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AL", "AZ", "CA", "CO", "CT", "DC", "DE", "FL", "GA", "IL", "IN", "KY", "MA", "MD", "MI", "MN", "MT", "NC", "NE", "NH", "NJ", "NY", "OH", "OK", "OR", "PA", "SC", "TN", "TX", "UT", "VA", "WA", "WI" ], "websites": [ "https://facebook.com/Venture-Visionary-Partners-366979237529691", "https://facebook.com/VentureVisionaryPartnersFlorida", "https://linkedin.com/company/venture-visionary-partners", "https://linkedin.com/groups/13069053", "https://moneywellplanned.com", "https://twitter.com/VentureVp", "https://venturevp.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304237", "city_as_filed": "SYLVANIA", "url": "https://advisorcensus.com/firm/venture-visionary-partners-llc-sylvania-oh-304237", "display_name": "Venture Visionary Partners LLC", "summary": "Venture Visionary Partners LLC is an SEC-registered investment advisory firm in Sylvania, OH, registered since 2019, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 4, 2026.", "citation": "AdvisorCensus. Venture Visionary Partners LLC (CRD 304237): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "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", "Pension consulting services", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Venture Visionary Partners LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Venture Visionary Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)." }, { "q": "Where is Venture Visionary Partners LLC located?", "a": "Venture Visionary Partners LLC's principal office is in Sylvania, OH, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Venture Visionary Partners LLC registered with the SEC or a state?", "a": "Venture Visionary Partners LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304237." }, { "q": "How much does Venture Visionary Partners LLC manage?", "a": "Venture Visionary Partners LLC reports $5,242,198,595 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (99% discretionary)." }, { "q": "How have Venture Visionary Partners LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Venture Visionary Partners LLC: Regulatory assets under management: $2,702,543,939 in the October 2021 data and $5,242,198,595 in the October 2026 data, up 94%. Total employees: 29 in October 2021 and 46 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Venture Visionary Partners LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,827); high net worth individuals (833); corporations or other businesses not listed above (75)." }, { "q": "Which custodians does Venture Visionary Partners LLC use?", "a": "Venture Visionary Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Venture Visionary Partners LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304237" }, { "q": "What changed in Venture Visionary Partners LLC's recent Form ADV filings?", "a": "In the October 2026 filing data: Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.G)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 2702543939.0, "total_employees": 29, "filing_date": "2021-09-28" }, { "period": "2022-10-01", "regulatory_assets_under_management": 3377952718.0, "total_employees": 31, "filing_date": "2022-09-15" }, { "period": "2023-10-01", "regulatory_assets_under_management": 3156585391.0, "total_employees": 35, "filing_date": "2023-09-29" }, { "period": "2024-10-01", "regulatory_assets_under_management": 3921425727.0, "total_employees": 37, "filing_date": "2024-07-26" }, { "period": "2025-10-01", "regulatory_assets_under_management": 4363359457.0, "total_employees": 38, "filing_date": "2025-06-02" }, { "period": "2026-10-01", "regulatory_assets_under_management": 5242198595.0, "total_employees": 46, "filing_date": "2026-09-04" } ], "recent_changes": [ { "period": "2026-10-01", "period_label": "October 2026", "notes": [ "Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.G)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 16 to 18.", "Regulatory assets under management went from $4,363,359,457 to $5,242,198,595 (+20%)." ] }, { "period": "2026-03-01", "period_label": "March 2026", "notes": [ "Registered or notice-filed in MN, MT." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/venture-visionary-partners-llc-sylvania-oh-304237.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 1827, "fewer_than_5": false, "raum": 582035743.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 833, "fewer_than_5": false, "raum": 3669887030.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 10, "fewer_than_5": false, "raum": 12433262.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 65, "fewer_than_5": false, "raum": 418944988.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 75, "fewer_than_5": false, "raum": 558897572.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "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/304237", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }