# Vista Finance, LLC

> Vista Finance, LLC is an SEC-registered investment advisory firm in Clayton, MO, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 312082
- Filed as: VISTA FINANCE, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Clayton, MO
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312082
- AdvisorCensus page: https://advisorcensus.com/firm/vista-finance-llc-clayton-mo-312082

## Quick answers

**How is Vista Finance, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Vista Finance, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Vista Finance, LLC located?**
Vista Finance, LLC's principal office is in Clayton, MO, according to its Form ADV.

**Is Vista Finance, LLC registered with the SEC or a state?**
Vista Finance, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312082.

**How much does Vista Finance, LLC manage?**
Vista Finance, LLC reports $319,967,161 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (95% discretionary).

**How have Vista Finance, LLC's assets and staff changed since 2021?**
In the Form ADV data for Vista Finance, LLC: Regulatory assets under management: $214,041,433 in the October 2021 data and $319,967,161 in the October 2026 data, up 49%. Total employees: 3 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 Finance, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (58); individuals (other than high net worth individuals) (15); charitable organizations (15).

**Which custodians does Vista Finance, LLC use?**
Vista Finance, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Vista Finance, 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/312082

**What changed in Vista Finance, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 4. Regulatory assets under management went from $273,752,374 to $319,967,161 (+17%). Registered or notice-filed in TX.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services 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: $319,967,161
- Discretionary: $304,642,089
- Non-discretionary: $15,325,072

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $4,025,193 |
| High net worth individuals | 58 | $259,807,844 |
| Charitable organizations | 15 | $1,565,525 |
| Corporations or other businesses not listed above | 10 | $54,568,599 |

### 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CO, FL, MN, MO, TX, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- myvista.us
- Facebook @myvistafinance
- Facebook @myvistafinance
- Instagram @myvistafinance
- LinkedIn @vista-finance-llc
- LinkedIn @brian-landzaat-034a7838
- LinkedIn @chris-williams-8369074
- LinkedIn @lincoln-l-a-sorensen-a0179849
- X @vista_finance

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $214,041,433 | 3 | September 30, 2021 |
| October 2022 | $195,954,617 | 3 | September 6, 2022 |
| October 2023 | $157,158,891 | 4 | March 27, 2023 |
| October 2024 | $209,685,096 | 7 | July 2, 2024 |
| October 2025 | $273,752,374 | 8 | July 9, 2025 |
| October 2026 | $319,967,161 | 5 | March 27, 2026 |

Regulatory assets under management: $214,041,433 in the October 2021 data and $319,967,161 in the October 2026 data, up 49%.
Total employees: 3 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $273,752,374 to $319,967,161 (+17%).
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vista Finance, LLC (CRD 312082): Form ADV filing data as of October 2026.