# 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.

- CRD: 150483
- Filed as: VISIONARY HORIZONS, LLC
- 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)
- Location: Knoxville, TN
- Filing period: October 2026
- Form ADV filing dated: July 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150483
- AdvisorCensus page: https://advisorcensus.com/firm/visionary-horizons-llc-knoxville-tn-150483

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated February 10, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

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

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: $396,706,692
- Discretionary: $370,905,975
- Non-discretionary: $25,800,717

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 568 | $158,914,406 |
| High net worth individuals | 98 | $210,496,990 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 42 | $26,247,052 |
| Charitable organizations | 1 | $1,048,244 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 12 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, KY, LA, NC, NY, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Brooklyn, NY
- Chattanooga, TN
- Harriman, TN
- Knoxville, TN
- Owensboro, KY
- Somerset, KY
- Tampa, FL

### Websites listed on Form ADV (Item 1.I)
- vimeo.com/groups/812350
- visionaryhorizons.com
- Facebook @VISIONARYHORIZONS
- Instagram @visionaryhoriz1
- LinkedIn @visionary-horizons-wealth-management
- X @VisionaryHoriz1
- YouTube @WealthandWhiskey-RK
- YouTube @visionaryhorizons
- YouTube @UC2OY2Qniym9-SFwRgc9w43A

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $155,930,036 | 8 | March 10, 2021 |
| October 2022 | $206,816,746 | 9 | August 26, 2022 |
| October 2023 | $176,353,031 | 10 | July 19, 2023 |
| October 2024 | $252,592,603 | 11 | July 2, 2024 |
| October 2025 | $291,415,668 | 17 | July 31, 2025 |
| October 2026 | $396,706,692 | 12 | July 24, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Visionary Horizons, LLC (CRD 150483): Form ADV filing data as of October 2026.