# Vista Advisor Group, LLC

> Vista Advisor Group, LLC is an SEC-registered investment advisory firm in Walnut Creek, CA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 307268
- Filed as: VISTA ADVISOR GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Walnut Creek, CA
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307268
- AdvisorCensus page: https://advisorcensus.com/firm/vista-advisor-group-llc-walnut-creek-ca-307268

## Quick answers

**How is Vista Advisor Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Vista Advisor Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Vista Advisor Group, LLC located?**
Vista Advisor Group, LLC's principal office is in Walnut Creek, CA, according to its Form ADV.

**Is Vista Advisor Group, LLC registered with the SEC or a state?**
Vista Advisor Group, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307268.

**How much does Vista Advisor Group, LLC manage?**
Vista Advisor Group, LLC reports $314,639,936 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (99% discretionary).

**How have Vista Advisor Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Vista Advisor Group, LLC: Regulatory assets under management: $136,282,361 in the October 2021 data and $314,639,936 in the October 2026 data, up 131%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Vista Advisor Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (607); high net worth individuals (79); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Vista Advisor Group, LLC use?**
Vista Advisor Group, 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 Vista Advisor Group, 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/307268

**What changed in Vista Advisor Group, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $257,743,640 to $314,639,936 (+22%).

## 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: $314,639,936
- Discretionary: $312,731,359
- Non-discretionary: $1,908,577

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 607 | $143,045,560 |
| High net worth individuals | 79 | $166,659,539 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $4,934,837 |

### 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: 2020 (6 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, NE, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vistaadvisorgroup.com
- LinkedIn @michael-lahl-cfp®-chfc®-3a004326

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $136,282,361 | 5 | February 8, 2021 |
| October 2022 | $171,163,105 | 5 | July 22, 2022 |
| October 2023 | $147,720,900 | 5 | September 7, 2023 |
| October 2024 | $207,726,366 | 6 | March 6, 2024 |
| October 2025 | $257,743,640 | 6 | January 27, 2025 |
| October 2026 | $314,639,936 | 5 | February 6, 2026 |

Regulatory assets under management: $136,282,361 in the October 2021 data and $314,639,936 in the October 2026 data, up 131%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $257,743,640 to $314,639,936 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vista Advisor Group, LLC (CRD 307268): Form ADV filing data as of October 2026.