{
  "crd_number": 286014,
  "slug": "vista-investment-partners-llc-oklahoma-city-ok-286014",
  "primary_business_name": "VISTA INVESTMENT PARTNERS LLC",
  "legal_name": "VISTA INVESTMENT PARTNERS LLC",
  "dbas": [],
  "city": "Oklahoma City",
  "state": "OK",
  "country": "United States",
  "cbsa_code": "36420",
  "metro": {
    "cbsa_code": "36420",
    "common_name": "Oklahoma City",
    "msa_name": "Oklahoma City, OK",
    "path": "/advisors/ok/oklahoma-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-01-03",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-05-22",
  "carried_forward": false,
  "raum_total": 610582257.0,
  "raum_discretionary": 595401816.0,
  "raum_non_discretionary": 15180441.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 9,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 15019968.0,
      "count": 4,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 107373359.0,
      "count": 334
    },
    "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": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 450394403.0,
      "count": 118
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 37794527.0,
      "count": 23
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "FL",
    "IA",
    "IL",
    "KS",
    "LA",
    "MO",
    "NC",
    "NE",
    "NM",
    "OH",
    "OK",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/VistaInvestmentPartners",
    "https://instagram.com/vistainvestmentpartners",
    "https://linkedin.com/company/vista-investment-partners-llc",
    "https://vistainvestment.com",
    "https://youtube.com/@vistainvestmentpartners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286014",
  "disclosure_items": [
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": "OKLAHOMA CITY",
  "url": "https://advisorcensus.com/firm/vista-investment-partners-llc-oklahoma-city-ok-286014",
  "display_name": "Vista Investment Partners LLC",
  "summary": "Vista Investment Partners LLC is an SEC-registered investment advisory firm in Oklahoma City, OK, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 22, 2026.",
  "citation": "AdvisorCensus. Vista Investment Partners LLC (CRD 286014): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "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 Vista Investment Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Vista Investment Partners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Vista Investment Partners LLC located?",
      "a": "Vista Investment Partners LLC's principal office is in Oklahoma City, OK, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Vista Investment Partners LLC registered with the SEC or a state?",
      "a": "Vista Investment Partners LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286014."
    },
    {
      "q": "How much does Vista Investment Partners LLC manage?",
      "a": "Vista Investment Partners LLC reports $610,582,257 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (98% discretionary)."
    },
    {
      "q": "How have Vista Investment Partners LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Vista Investment Partners LLC: Regulatory assets under management: $513,332,118 in the October 2021 data and $610,582,257 in the October 2026 data, up 19%. Total employees: 11 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Vista Investment Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (334); high net worth individuals (118); corporations or other businesses not listed above (23)."
    },
    {
      "q": "Which custodians does Vista Investment Partners LLC use?",
      "a": "Vista Investment Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Vista Investment Partners LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286014"
    },
    {
      "q": "Does Vista Investment Partners LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 22, 2026 says: \"With some exceptions, Vista requires a minimum of $1,000,000 of investable assets from a client for conventional investment advisory services. Under certain circumstances and in its sole discretion, Vista may negotiate such minimums.\""
    },
    {
      "q": "What changed in Vista Investment Partners LLC's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $541,021,596 to $610,582,257 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 513332118.0,
      "total_employees": 11,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 771540297.0,
      "total_employees": 15,
      "filing_date": "2022-04-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 728089179.0,
      "total_employees": 16,
      "filing_date": "2023-06-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 474545522.0,
      "total_employees": 8,
      "filing_date": "2024-09-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 541021596.0,
      "total_employees": 9,
      "filing_date": "2025-07-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 610582257.0,
      "total_employees": 9,
      "filing_date": "2026-05-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 6.",
        "Regulatory assets under management went from $541,021,596 to $610,582,257 (+13%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in IN, KY."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 22, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "With some exceptions, Vista requires a minimum of $1,000,000 of investable assets from a client for conventional investment advisory services. Under certain circumstances and in its sole discretion, Vista may negotiate such minimums."
        ]
      }
    ],
    "quotes": [
      "With some exceptions, Vista requires a minimum of $1,000,000 of investable assets from a client for conventional investment advisory services. Under certain circumstances and in its sole discretion, Vista may negotiate such minimums."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Raymond James & Associates, Inc.",
      "name_as_filed": "RAYMOND JAMES & ASSOCIATES, INC.",
      "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/vista-investment-partners-llc-oklahoma-city-ok-286014.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 334,
      "fewer_than_5": false,
      "raum": 107373359.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 118,
      "fewer_than_5": false,
      "raum": 450394403.0
    },
    {
      "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": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": true,
      "raum": 15019968.0
    },
    {
      "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": 23,
      "fewer_than_5": false,
      "raum": 37794527.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/286014",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}