AdvisorCensus / Financial advisors / Tennessee / Knoxville / Visionary Horizons, LLC
Visionary Horizons, LLC is an SEC-registered investment advisory firm in Knoxville, TN, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 24, 2026.
Quick answers
From the filingHow is Visionary Horizons, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Visionary Horizons, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.
How much does Visionary Horizons, LLC charge?
Its Form ADV Part 2A brochure dated February 10, 2026 states: Hourly rate: $300 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Visionary Horizons, LLC located?
Visionary Horizons, LLC's principal office is in Knoxville, TN, according to its Form ADV; the August 2026 filing also lists 7 other offices (Schedule D, Section 1.F).
Is Visionary Horizons, LLC registered with the SEC or a state?
Visionary Horizons, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 150483.
How much does Visionary Horizons, LLC manage?
Visionary Horizons, LLC reports $396,706,692 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (93% discretionary).
How have Visionary Horizons, LLC's assets and staff changed since 2021?
In the Form ADV data for Visionary Horizons, LLC: Regulatory assets under management: $155,930,036 in the October 2021 data and $396,706,692 in the October 2026 data, up 154%. Total employees: 8 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Visionary Horizons, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (568); high net worth individuals (98); pension and profit sharing plans (but not the plan participants or government pension plans) (42).
Which custodians does Visionary Horizons, LLC use?
Visionary Horizons, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.
Does Visionary Horizons, 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/150483
Does Visionary Horizons, LLC state an account minimum?
Its Form ADV Part 2A brochure dated February 10, 2026 says: "We require a minimum of $250,000 to open and maintain an advisory account. At our sole discretion, we may waive this requirement."
What changed in Visionary Horizons, LLC's recent Form ADV filings?
In the August 2026 filing data: Changed its office addresses in Harriman, TN.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $250,000 (the brochure says it may be waived or negotiated)
The brochure's wording
We require a minimum of $250,000 to open and maintain an advisory account. At our sole discretion, we may waive this requirement.
Hourly rate: $300 an hour (financial planning services)
The brochure's wording
VH provides financial planning services for an hourly fee of up to $300. The fee is negotiable based upon the complexity of the client’s goals and objectives
As stated in the firm's Form ADV Part 2A brochure dated February 10, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$396,706,692 as of October 2026, filing dated July 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
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
Registration and firm details
Items 1, 2, 5- Also doing business as
- CULPEPPER WEALTH MANAGEMENT, HAWKWIND WEALTH ADVISORY LLC, VISIONARY HORIZONS WEALTH MANAGEMENT, VISIONARY HORIZONS WEALTH MANAGEMENT GROUP, WEALTHBRIGHT ADVISORS
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2014 (12 years)
- Employees
- Total: 12. Performing investment advisory functions: 12.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
7 other offices, as of the August 2026 filing
- States registered or notice-filed
-
10 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $396,706,692 | 12 | July 24, 2026 |
| October 2025 | $291,415,668 | 17 | July 31, 2025 |
| October 2024 | $252,592,603 | 11 | July 2, 2024 |
| October 2023 | $176,353,031 | 10 | July 19, 2023 |
| October 2022 | $206,816,746 | 9 | August 26, 2022 |
| October 2021 | $155,930,036 | 8 | March 10, 2021 |
Regulatory assets under management: $155,930,036 in the October 2021 data and $396,706,692 in the October 2026 data, up 154%.
Total employees: 8 in October 2021 and 12 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Changed its office addresses in Harriman, TN.
- June 2026
- Added the business name Hawkwind Wealth Advisory LLC.
- Added an office in Brooklyn, NY.
- Registered or notice-filed in NY.
- April 2026
- Changed its office addresses in Owensboro, KY.
- Added an office in Knoxville, TN.
- March 2026
- Added the business name Culpepper Wealth Management.
- Employees performing advisory functions went from 13 to 12.
- Regulatory assets under management went from $291,415,668 to $396,706,692 (+36%).
- Changed its office addresses in Somerset, KY.
- Changed its office addresses in Tampa, FL.
- No longer lists an office in Brentwood, TN.
- Updated its list of owners and control persons (Schedule A).
- January 2026
- No longer registered or notice-filed in NE.
- December 2025
- Registered or notice-filed in CA.
- November 2025
- Changed its office addresses in Chattanooga, TN.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Visionary Horizons, LLC (CRD 150483): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/visionary-horizons-llc-knoxville-tn-150483