# Vision Tech Financial Advisors

> Vision Tech Financial Advisors is a state-registered investment advisory firm, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 19, 2026.

- CRD: 311263
- Filed as: VISION TECH FINANCIAL ADVISORS
- Legal name: Vision Tech Group LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311263
- AdvisorCensus page: https://advisorcensus.com/firm/vision-tech-financial-advisors-311263

## Quick answers

**How is Vision Tech Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Vision Tech Financial Advisors 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.

**Is Vision Tech Financial Advisors registered with the SEC or a state?**
Vision Tech Financial Advisors is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 311263.

**How much does Vision Tech Financial Advisors manage?**
Vision Tech Financial Advisors reports $27,791,661 in regulatory assets under management in its Form ADV filing dated January 19, 2026 (100% discretionary).

**What types of clients does Vision Tech Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (69); high net worth individuals (9).

**Does Vision Tech Financial Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311263

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $27,791,661
- Discretionary: $27,791,661
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 69 | $11,435,358 |
| High net worth individuals | 9 | $16,356,303 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vision-tech-group.com
- Facebook facebook.com
- Instagram @visiontechgrp
- LinkedIn @lorri-jefferson

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vision Tech Financial Advisors (CRD 311263): Form ADV filing data as of October 2026.