# Venture Visionary Partners LLC

> 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.

- CRD: 304237
- Filed as: VENTURE VISIONARY PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sylvania, OH
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304237
- AdvisorCensus page: https://advisorcensus.com/firm/venture-visionary-partners-llc-sylvania-oh-304237

## Quick answers

**How is Venture Visionary Partners LLC compensated?**
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).

**Where is Venture Visionary Partners LLC located?**
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).

**Is Venture Visionary Partners LLC registered with the SEC or a state?**
Venture Visionary Partners LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304237.

**How much does Venture Visionary Partners LLC manage?**
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).

**How have Venture Visionary Partners LLC's assets and staff changed since 2021?**
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.

**What types of clients does Venture Visionary Partners LLC serve?**
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).

**Which custodians does Venture Visionary Partners LLC use?**
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.

**Does Venture Visionary Partners LLC report any disciplinary disclosures?**
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

**What changed in Venture Visionary Partners LLC's recent Form ADV filings?**
In the October 2026 filing data: Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.G).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $5,242,198,595
- Discretionary: $5,190,284,055
- Non-discretionary: $51,914,540

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,827 | $582,035,743 |
| High net worth individuals | 833 | $3,669,887,030 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $12,433,262 |
| Charitable organizations | 65 | $418,944,988 |
| Corporations or other businesses not listed above | 75 | $558,897,572 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 46 total, 18 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Bonita Springs, FL

### Websites listed on Form ADV (Item 1.I)
- moneywellplanned.com
- venturevp.com
- Facebook @Venture-Visionary-Partners-366979237529691
- Facebook @VentureVisionaryPartnersFlorida
- LinkedIn @venture-visionary-partners
- LinkedIn linkedin.com
- X @VentureVp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,702,543,939 | 29 | September 28, 2021 |
| October 2022 | $3,377,952,718 | 31 | September 15, 2022 |
| October 2023 | $3,156,585,391 | 35 | September 29, 2023 |
| October 2024 | $3,921,425,727 | 37 | July 26, 2024 |
| October 2025 | $4,363,359,457 | 38 | June 2, 2025 |
| October 2026 | $5,242,198,595 | 46 | September 4, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.G).

### April 2026
- 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%).

### March 2026
- Registered or notice-filed in MN, MT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Venture Visionary Partners LLC (CRD 304237): Form ADV filing data as of October 2026.