{
  "crd_number": 327983,
  "slug": "vista-investment-partners-richmond-in-327983",
  "primary_business_name": "VISTA INVESTMENT PARTNERS",
  "legal_name": "VISTA INVESTMENT PARTNERS II, LLC",
  "dbas": [
    "ORANGE HORIZON WEALTH"
  ],
  "city": "Richmond",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "39980",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-10-13",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-09-28",
  "carried_forward": false,
  "raum_total": 383145824.0,
  "raum_discretionary": 383032870.0,
  "raum_non_discretionary": 112954.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 12,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1581271.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 126350454.0,
      "count": 397
    },
    "high_net_worth_individuals": {
      "raum": 249257174.0,
      "count": 94
    },
    "corporations_other_businesses": {
      "raum": 5956925.0,
      "count": 3
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "IL",
    "IN",
    "LA",
    "MN",
    "MO",
    "NC",
    "OH",
    "TN",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/orange-horizon-wealth",
    "https://linkedin.com/in/giavonna-kaspar-69a372175",
    "https://linkedin.com/in/jeffaurand",
    "https://linkedin.com/in/jonathan-kamps-cpa-1b716765",
    "https://orangehorizonwealth.com",
    "https://vistainvestment.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327983",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "RICHMOND",
  "url": "https://advisorcensus.com/firm/vista-investment-partners-richmond-in-327983",
  "display_name": "Vista Investment Partners",
  "summary": "Vista Investment Partners is an SEC-registered investment advisory firm in Richmond, IN, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.",
  "citation": "AdvisorCensus. Vista Investment Partners (CRD 327983): 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",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Vista Investment Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Vista Investment Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Vista Investment Partners located?",
      "a": "Vista Investment Partners' principal office is in Richmond, IN, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Vista Investment Partners registered with the SEC or a state?",
      "a": "Vista Investment Partners is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327983."
    },
    {
      "q": "How much does Vista Investment Partners manage?",
      "a": "Vista Investment Partners reports $383,145,824 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary)."
    },
    {
      "q": "How have Vista Investment Partners' assets and staff changed since 2024?",
      "a": "In the Form ADV data for Vista Investment Partners: Regulatory assets under management: $249,609,197 in the October 2024 data and $383,145,824 in the October 2026 data, up 53%. Total employees: 8 in October 2024 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 Vista Investment Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (397); high net worth individuals (94); corporations or other businesses not listed above (3)."
    },
    {
      "q": "Which custodians does Vista Investment Partners use?",
      "a": "Vista Investment Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Raymond James & Associates, Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Vista Investment Partners report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). 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/327983"
    },
    {
      "q": "Does Vista Investment Partners state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 31, 2026 says: \"Typically, Vista requires a minimum of $500,000 of investable assets from a client.\""
    },
    {
      "q": "What changed in Vista Investment Partners' recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in LA."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 249609197.0,
      "total_employees": 8,
      "filing_date": "2024-06-04"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 321808359.0,
      "total_employees": 10,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 383145824.0,
      "total_employees": 12,
      "filing_date": "2026-09-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in LA."
      ]
    },
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "No longer lists the business name Orange Horizon Wealth, LLC.",
        "Added the business name Orange Horizon Wealth."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 6.",
        "Regulatory assets under management went from $321,808,359 to $383,145,824 (+19%).",
        "Added an office in Rockford, IL.",
        "Registered or notice-filed in MN."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "None",
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000"
        ],
        "quotes": [
          "Typically, Vista requires a minimum of $500,000  of investable assets from a client."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: None"
        ],
        "quotes": [
          "There is no minimum annual fee."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": 0.0,
      "planning": []
    },
    "quotes": [
      "Typically, Vista requires a minimum of $500,000  of investable assets from a client.",
      "There is no minimum annual fee."
    ],
    "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": "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-richmond-in-327983.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 397,
      "fewer_than_5": false,
      "raum": 126350454.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 94,
      "fewer_than_5": false,
      "raum": 249257174.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1581271.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": false,
      "raum": 5956925.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items 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/327983",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}