Venture Visionary Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
Venture Visionary Partners reports 2,810 clients. They include 1,827 individual clients, 833 high-net-worth individuals, and 75 corporations and other businesses. Of its assets, 99.0% ($5.19B across 6,671 accounts) are managed with discretion; $51.9M across 40 accounts are not. It advised 101 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 65% | 11% |
| High-net-worth individuals | 30% | 70% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | 2% | 8% |
| Corporations and other businesses | 3% | 11% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,827 | $582M | 11.1% | $319K |
| High-net-worth individuals | 833 | $3.67B | 70.0% | $4.41M |
| Pension and profit-sharing plans | 10 | $12.4M | 0.2% | $1.24M |
| Charitable organizations | 65 | $419M | 8.0% | $6.45M |
| Corporations and other businesses | 75 | $559M | 10.7% | $7.45M |
| Total | 2,810 | $5.24B | 100% | $1.87M |
- Clients
- 1,827
- Regulatory AUM
- $582M
- AUM share
- 11.1%
- Avg. per client
- $319K
- Clients
- 833
- Regulatory AUM
- $3.67B
- AUM share
- 70.0%
- Avg. per client
- $4.41M
- Clients
- 10
- Regulatory AUM
- $12.4M
- AUM share
- 0.2%
- Avg. per client
- $1.24M
- Clients
- 65
- Regulatory AUM
- $419M
- AUM share
- 8.0%
- Avg. per client
- $6.45M
- Clients
- 75
- Regulatory AUM
- $559M
- AUM share
- 10.7%
- Avg. per client
- $7.45M
Total
- Clients
- 2,810
- Regulatory AUM
- $5.24B
- AUM share
- 100%
- Avg. per client
- $1.87M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 101
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Venture Visionary Partners charges up to 1.50% a year for its Investment Management Services. The fee is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Standalone financial planning is charged an hourly or fixed fee, negotiable and payable as invoiced; no rate is stated.
Craig Findley owns 75% or more of Venture Visionary Partners. Craig Findley is CEO; the leadership team includes Chief Investment Officer Craig Warnimont and Chief Operating Officer Robert Retzloff. It has 46 employees, 18 of them in advisory roles.
Staff
- 46 employees
- 18 in advisory functions
- 27 state-registered reps
- 2 broker-dealer reps
- 15 insurance agents
- 3 soliciting firms
- Owns 75% or more of Venture Visionary Partners LLC
Craig Findley
Control person · since May 2019
Venture Visionary Partners’ regulatory assets grew 1.9× from $2.7B (June 2021) to $5.24B (September 2026); clients rose from 897 to 2,810 and employees from 29 to 46.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $5.24B | 2,810 | 46 | 5 |
| Jun 2025June 2025 | $4.36B | 2,560 | 38 | 2 |
| Jul 2024July 2024 | $3.92B | 2,286 | 37 | 2 |
| Jun 2023June 2023 | $3.16B | 1,886 | 35 | 2 |
| Jul 2022July 2022 | $3.38B | 1,501 | 31 | 3 |
| Jun 2021June 2021 | $2.7B | 897 | 29 | 1 |
Besides its headquarters, Venture Visionary Partners has 4 offices (3 private residences, listed without an address), with 2 listed addresses across 2 states.
Florida · 1 listed address
- 27400 Riverview Center BLVD., Bonita Springs
Ohio · 1 listed address
- 5520 Monroe Street, Suite B, SylvaniaHQ
Contact and registration details
- Legal name
- Venture Visionary Partners LLC
- Headquarters
- 5520 Monroe Street, Suite B, Sylvania, OH 43560
- Website
- venturevp.com
- Phone
- 419-464-7401
- @venture-visionary-partners
- SEC file
- 801-116835
- Structure
- Delaware LLC
- Fiscal year end
- December
Venture Visionary Partners’ named custodian for separately managed accounts is Charles Schwab ($5.06B). Venture Visionary Partners has custody of $2.05B for 998 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $5.06B100%
At year end, Venture Visionary Partners’ separately managed accounts were largely in funds (38%) and stocks (36%). Its reported 13F holdings for the quarter ended 30 June 2026 total $3.6B across 731 positions; the largest are Apple Inc. (3.4%), Alphabet Inc. (2.7%) and Invesco Qqq TR (2.7%).
What the accounts hold
- Stocks36%
- Exchange-traded equities35%
- Non-exchange-traded equities1%
- Funds38%
- Bonds11%
- Investment grade corporate bonds4%
- U.S. government and agency bonds3%
- State and local bonds2%
- High-yield corporate bonds2%
- Cash10%
- Other5%
- Structured notes, convertible bonds5%
How many clients does Venture Visionary Partners have?
Venture Visionary Partners has 2,810 clients and manages $5.24 billion for them, as of September 2026. They include 1,827 individual clients, 833 high-net-worth individuals, and 75 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 September 2026
What services does Venture Visionary Partners offer?
Venture Visionary Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Venture Visionary Partners charge?
Venture Visionary Partners charges up to 1.50% a year for its Investment Management Services. The fee is negotiable.
Source: VENTURE VISIONARY PARTNERS DISCLOSURE BROCHURE, filed 3 September 2026
Which custodians does Venture Visionary Partners use?
Venture Visionary Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $5.06B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 September 2026
How many financial advisors does Venture Visionary Partners have?
Venture Visionary Partners has 27 investment adviser representatives registered with state securities authorities, out of 46 employees, and 18 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 15 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Venture Visionary Partners invest in?
At the end of its last fiscal year, Venture Visionary Partners’ separately managed accounts held 38% registered funds (mutual funds, ETFs, BDCs), 35% exchange-traded equities, 10% cash and equivalents, 5% other, 4% investment grade corporate bonds, 3% U.S. government and agency bonds, 2% state and local bonds, 2% high-yield corporate bonds and 1% non-exchange-traded equities. The 5% other category is described as: Structured Notes, Convertible Bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Venture Visionary Partners?
Venture Visionary Partners’ direct owner is Craig Findley (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 September 2026
How does Venture Visionary Partners get paid?
Venture Visionary Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Venture Visionary Partners?
Venture Visionary Partners’ main office is at 5520 Monroe Street, Suite B, Sylvania, OH 43560. Its phone number is 419-464-7401. Its website is venturevp.com.
