{
  "crd_number": 150483,
  "slug": "visionary-horizons-llc-knoxville-tn-150483",
  "primary_business_name": "VISIONARY HORIZONS, LLC",
  "legal_name": "VISIONARY HORIZONS, LLC",
  "dbas": [
    "CULPEPPER WEALTH MANAGEMENT",
    "HAWKWIND WEALTH ADVISORY LLC",
    "VISIONARY HORIZONS WEALTH MANAGEMENT",
    "VISIONARY HORIZONS WEALTH MANAGEMENT GROUP",
    "WEALTHBRIGHT ADVISORS"
  ],
  "city": "Knoxville",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "28940",
  "metro": {
    "cbsa_code": "28940",
    "common_name": "Knoxville",
    "msa_name": "Knoxville, TN",
    "path": "/advisors/tn/knoxville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-06-24",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-07-24",
  "carried_forward": false,
  "raum_total": 396706692.0,
  "raum_discretionary": 370905975.0,
  "raum_non_discretionary": 25800717.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 12,
  "advisory_employees": 12,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 1048244.0,
      "count": 1
    },
    "individuals": {
      "raum": 158914406.0,
      "count": 568
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 26247052.0,
      "count": 42
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 210496990.0,
      "count": 98
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "GA",
    "KY",
    "LA",
    "NC",
    "NY",
    "SC",
    "TN",
    "TX"
  ],
  "websites": [
    "https://facebook.com/VISIONARYHORIZONS",
    "https://instagram.com/visionaryhoriz1",
    "https://linkedin.com/company/visionary-horizons-wealth-management",
    "https://vimeo.com/groups/812350",
    "https://visionaryhorizons.com",
    "https://x.com/VisionaryHoriz1",
    "https://youtube.com/@WealthandWhiskey-RK",
    "https://youtube.com/@visionaryhorizons",
    "https://youtube.com/channel/UC2OY2Qniym9-SFwRgc9w43A/featured"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/150483",
  "city_as_filed": "KNOXVILLE",
  "url": "https://advisorcensus.com/firm/visionary-horizons-llc-knoxville-tn-150483",
  "display_name": "Visionary Horizons, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Visionary Horizons, LLC (CRD 150483): 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)",
    "Other"
  ],
  "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"
  ],
  "quick_answers": [
    {
      "q": "How is Visionary Horizons, LLC compensated?",
      "a": "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."
    },
    {
      "q": "How much does Visionary Horizons, LLC charge?",
      "a": "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."
    },
    {
      "q": "Where is Visionary Horizons, LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Visionary Horizons, LLC registered with the SEC or a state?",
      "a": "Visionary Horizons, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 150483."
    },
    {
      "q": "How much does Visionary Horizons, LLC manage?",
      "a": "Visionary Horizons, LLC reports $396,706,692 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (93% discretionary)."
    },
    {
      "q": "How have Visionary Horizons, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Visionary Horizons, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Visionary Horizons, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Visionary Horizons, 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/150483"
    },
    {
      "q": "Does Visionary Horizons, LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Visionary Horizons, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Changed its office addresses in Harriman, TN."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 155930036.0,
      "total_employees": 8,
      "filing_date": "2021-03-10"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 206816746.0,
      "total_employees": 9,
      "filing_date": "2022-08-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 176353031.0,
      "total_employees": 10,
      "filing_date": "2023-07-19"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 252592603.0,
      "total_employees": 11,
      "filing_date": "2024-07-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 291415668.0,
      "total_employees": 17,
      "filing_date": "2025-07-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 396706692.0,
      "total_employees": 12,
      "filing_date": "2026-07-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Changed its office addresses in Harriman, TN."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Added the business name Hawkwind Wealth Advisory LLC.",
        "Added an office in Brooklyn, NY.",
        "Registered or notice-filed in NY."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Changed its office addresses in Owensboro, KY.",
        "Added an office in Knoxville, TN."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in NE."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in CA."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Changed its office addresses in Chattanooga, TN."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 10, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $300 an hour (financial planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "We require a minimum of $250,000 to open and maintain an advisory account. At our sole discretion, we may waive this requirement."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 an hour (financial planning services)"
        ],
        "quotes": [
          "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"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "We require a minimum of $250,000 to open and maintain an advisory account. At our sole discretion, we may waive this requirement.",
      "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"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "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/visionary-horizons-llc-knoxville-tn-150483.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 568,
      "fewer_than_5": false,
      "raum": 158914406.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 98,
      "fewer_than_5": false,
      "raum": 210496990.0
    },
    {
      "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": 42,
      "fewer_than_5": false,
      "raum": 26247052.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": false,
      "raum": 1048244.0
    },
    {
      "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": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "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": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/150483",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}