Visionary Horizons provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 1–10 clients last fiscal year.
Visionary Horizons reports 709 clients. They include 568 individual clients, 98 high-net-worth individuals, and 42 pension and profit-sharing plans. Of its assets, 93.5% ($371M across 3,973 accounts) are managed with discretion; $25.8M across 16 accounts are not. It advised 25 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 80% | 40% |
| High-net-worth individuals | 14% | 53% |
| Pension and profit-sharing plans | 6% | 7% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 568 | $159M | 40.1% | $280K |
| High-net-worth individuals | 98 | $210M | 53.1% | $2.15M |
| Pension and profit-sharing plans | 42 | $26.2M | 6.6% | $625K |
| Charitable organizations | 1 | $1.05M | 0.3% | $1.05M |
| Total | 709 | $397M | 100% | $560K |
- Clients
- 568
- Regulatory AUM
- $159M
- AUM share
- 40.1%
- Avg. per client
- $280K
- Clients
- 98
- Regulatory AUM
- $210M
- AUM share
- 53.1%
- Avg. per client
- $2.15M
- Clients
- 42
- Regulatory AUM
- $26.2M
- AUM share
- 6.6%
- Avg. per client
- $625K
- Clients
- 1
- Regulatory AUM
- $1.05M
- AUM share
- 0.3%
- Avg. per client
- $1.05M
Total
- Clients
- 709
- Regulatory AUM
- $397M
- AUM share
- 100%
- Avg. per client
- $560K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 25
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Visionary Horizons charges 1.00%–1.75% a year for its Portfolio Management Services. The fee is billed in advance, is negotiable and requires an account of at least $250,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Hourly fee of up to $300, negotiable. Consulting services are a one-time fee as negotiated.
- Qualified Retirement Plan Advisory
- Up to 1.75% of all plan assets, or as negotiated.
Roger Kiger owns 75% or more of Visionary Horizons. The leadership team of Visionary Horizons includes Chief Compliance Officer Tyler McMurray. It has 12 employees.
Staff
- 12 employees
- 12 in advisory functions
- 12 state-registered reps
- 4 broker-dealer reps
- 6 insurance agents
- Owns 75% or more of Visionary Horizons, LLC
Roger Kiger
Control person · since August 2009
- Owns 5% to 10% of Visionary Horizons, LLC
Michael Simpson
since January 2017
- Owns 5% to 10% of Visionary Horizons, LLC
Tyler McMurray
Control person · since January 2021
- Owns 5% to 10% of Visionary Horizons, LLC
Tyler Morrow
since January 2021
Visionary Horizons’ regulatory assets grew 2.5× from $156M (March 2021) to $397M (July 2026); clients rose from 390 to 709 and employees from 8 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $397M | 709 | 12 | 9 |
| Jul 2025July 2025 | $291M | 577 | 17 | 8 |
| Jul 2024July 2024 | $253M | 514 | 11 | 6 |
| Jul 2023July 2023 | $176M | 432 | 10 | 6 |
| Jun 2022June 2022 | $207M | 421 | 9 | 5 |
| Mar 2021March 2021 | $156M | 390 | 8 | 5 |
Besides its headquarters, Visionary Horizons has 8 offices (1 private residence, listed without an address), with 8 listed addresses across 4 states.
Tennessee · 4 listed addresses
- 620 Mabry Hood RD, Suite 301, KnoxvilleHQ
- 501 North Roane Street, Harriman
- 108 Durwood Road, Knoxville
- 2115 Chapman Road, Chattanooga
Kentucky · 2 listed addresses
- 106 Southport Drive, Somerset
- 401 Frederica Street, Owensboro
Florida · 1 listed address
- 410 E Jackson Street, Tampa
New York · 1 listed address
- 325 Gold Street, Brooklyn
Other business names
Visionary Horizons has reported 5 other business names to the SEC.
- Culpepper Wealth Management
- Hawkwind Wealth Advisory LLC
- Visionary Horizons Wealth Management
- Visionary Horizons Wealth Management Group
- Wealthbright Advisors
Contact and registration details
- Legal name
- Visionary Horizons, LLC
- Headquarters
- 620 Mabry Hood RD, Suite 301, Knoxville, TN 37932
- Website
- visionaryhorizons.com
- Phone
- 865-675-8496
- SEC file
- 801-79890
- Structure
- Tennessee LLC
- Fiscal year end
- December
Visionary Horizons’ named custodians for separately managed accounts are Charles Schwab ($320M, 89%) and LPL Financial ($38.1M, 11%). Visionary Horizons has custody of $108M for 451 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $320M89%
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $38.1M11%
At year end, Visionary Horizons’ separately managed accounts were mostly in funds (68%) and bonds (15%). Its reported 13F holdings for the quarter ended 30 June 2026 total $239M across 145 positions; the largest are Schwab Strategic TR (13.8%), SPDR Series Trust (9.9%) and Schwab Strategic TR (7.1%).
What the accounts hold
- Stocks11%
- Funds68%
- Bonds15%
- Investment grade corporate bonds11%
- High-yield corporate bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash6%
How many clients does Visionary Horizons have?
Visionary Horizons has 709 clients and manages $397 million for them, as of July 2026. They include 568 individual clients, 98 high-net-worth individuals, and 42 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 July 2026
What services does Visionary Horizons offer?
Visionary Horizons provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Visionary Horizons charge?
Visionary Horizons charges 1.00%–1.75% a year for its Portfolio Management Services. The fee is billed in advance, is negotiable and requires an account of at least $250,000.
Which custodians does Visionary Horizons use?
Visionary Horizons’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $320M and LPL Financial LLC (Fort Mill, SC), with $38.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 July 2026
How many financial advisors does Visionary Horizons have?
Visionary Horizons has 12 investment adviser representatives registered with state securities authorities, out of 12 employees, and 12 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 6 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 Visionary Horizons invest in?
At the end of its last fiscal year, Visionary Horizons’ separately managed accounts held 68% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 11% investment grade corporate bonds, 6% cash and equivalents, 2% high-yield corporate bonds, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Visionary Horizons have a minimum investment?
Yes, Visionary Horizons’ minimum account size for its Portfolio Management Services is $250K.
Who owns Visionary Horizons?
Visionary Horizons’ direct owners are Roger Kiger (75% or more), Michael Simpson (5% to 10%), Tyler McMurray (5% to 10%) and Tyler Morrow (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 July 2026
How does Visionary Horizons get paid?
Visionary Horizons is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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 Visionary Horizons?
Visionary Horizons’ main office is at 620 Mabry Hood RD, Suite 301, Knoxville, TN 37932. Its phone number is 865-675-8496. Its website is visionaryhorizons.com.