Vista Investment Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, education planning, estate planning, and insurance. Financial planning was provided to 51–100 clients last fiscal year.
Vista Investment Partners reports 479 clients. They include 334 individual clients, 118 high-net-worth individuals, and 23 corporations and other businesses. Of its assets, 97.5% ($595M across 1,539 accounts) are managed with discretion; $15.2M across 71 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 70% | 18% |
| High-net-worth individuals | 25% | 74% |
| Charitable organizations | <1% | 2% |
| Corporations and other businesses | 5% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 334 | $107M | 17.6% | $321K |
| High-net-worth individuals | 118 | $450M | 73.8% | $3.82M |
| Charitable organizations | Fewer than 5 | $15M | 2.5% | $3.75M |
| Corporations and other businesses | 23 | $37.8M | 6.2% | $1.64M |
| Total | 479 | $611M | 100% | — |
- Clients
- 334
- Regulatory AUM
- $107M
- AUM share
- 17.6%
- Avg. per client
- $321K
- Clients
- 118
- Regulatory AUM
- $450M
- AUM share
- 73.8%
- Avg. per client
- $3.82M
- Clients
- Fewer than 5
- Regulatory AUM
- $15M
- AUM share
- 2.5%
- Avg. per client
- $3.75M
- Clients
- 23
- Regulatory AUM
- $37.8M
- AUM share
- 6.2%
- Avg. per client
- $1.64M
Total
- Clients
- 479
- Regulatory AUM
- $611M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Vista Investment Partners is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Planning is free with portfolio management when assets are at least $1,000,000; below that, a one-time fee of a maximum $1,750.
- Retirement Plan Advisory Services
- Annual fee for retirement plan advisory services of up to 2% of plan assets, paid quarterly to the recordkeeper; negotiable.
Ronald Richardson owns 75% or more of Vista Investment Partners. The leadership team of Vista Investment Partners includes President Ronald Richardson, Chief Operating Officer Jerry Thurman and Chief Compliance Officer Jane Davenport. It has 9 employees, 6 of them in advisory roles.
Leadership
Ronald RichardsonPresident, Senior Portfolio Manager- Jerry ThurmanChief Operating Officer
- Jane DavenportChief Compliance Officer
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 9 employees
- 6 in advisory functions
- 6 state-registered reps
- 2 insurance agents
- 2 soliciting firms
- Owns 75% or more of Vista Investment Partners LLC
Ronald Richardson
Control person · since November 2016
Vista Investment Partners’ regulatory assets grew from $513M (March 2021) to $611M (May 2026); clients fell from 914 to 479 and employees from 11 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $611M | 479 | 9 | 2 |
| July 2025 | $541M | 498 | 9 | 2 |
| April 2024 | $475M | 504 | 8 | 2 |
| June 2023 | $728M | 1,256 | 16 | 3 |
| April 2022 | $772M | 1,017 | 15 | 3 |
| March 2021 | $513M | 914 | 11 | 2 |
Besides its headquarters, Vista Investment Partners has 1 office, with 2 listed addresses in Oklahoma.
Oklahoma · 2 listed addresses
- 5601 North Classen Boulevard, Suite 101, Oklahoma CityHQ
- 2626 East 21st Street, Tulsa
Contact and registration details
- Legal name
- Vista Investment Partners LLC
- Headquarters
- 5601 North Classen Boulevard, Suite 101, Oklahoma City, OK 73118
- Website
- vistainvestment.com
- Phone
- 405-608-5390
- @vista-investment-partners-llc
- SEC file
- 801-108779
- Founded
- 2016
- Structure
- Oklahoma LLC
- Fiscal year end
- December
Vista Investment Partners uses Raymond James ($611M) as custodian for its separately managed accounts. Vista Investment Partners has custody of $49.9M in client assets for 21 clients.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $611M100%
At year end, Vista Investment Partners’ separately managed accounts were largely in stocks (44%) and cash (41%). Its reported 13F holdings for the quarter ended 30 June 2026 total $397M across 172 positions; the largest are Apple Inc. (3.6%), State Str SPDR S&P 500 ETF T (3.5%) and Exxon Mobil Corp. (3.2%).
What the accounts hold
- Stocks44%
- Funds6%
- Bonds9%
- U.S. government and agency bonds8%
- Investment grade corporate bonds1%
- Cash41%
Reported 13F holdings
- $397M
- Reported 13F value
- 172
- Positions
- 26.5%
- In the 10 largest
- +5.1%
- Value vs. prior quarter
- Apple Inc.3.6%
- State Str SPDR S&P 500 ETF T · TR Unit3.5%
- Exxon Mobil Corp.3.2%
- KLA Corp.3.0%
- American Centy ETF TR · Intl EQT ETF2.5%
- Dell Technologies Inc. · CL C2.4%
- Chevron Corporation2.2%
- Alliance Resource Partners L · UT Ltd Part2.2%
- Jabil Inc.2.0%
- Parker-hannifin Corp.2.0%
Together, the ten largest are 26.5% of reported value.
How many clients does Vista Investment Partners have?
Vista Investment Partners has 479 clients and manages $611 million for them, as of May 2026. They include 334 individual clients, 118 high-net-worth individuals, and 23 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 May 2026
What services does Vista Investment Partners offer?
Vista Investment Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, education planning, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Vista Investment Partners use?
Vista Investment Partners’ separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $611M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 May 2026
How many financial advisors does Vista Investment Partners have?
Vista Investment Partners has 6 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 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 Vista Investment Partners invest in?
At the end of its last fiscal year, Vista Investment Partners’ separately managed accounts held 44% exchange-traded equities, 41% cash and equivalents, 8% U.S. government and agency bonds, 6% registered funds (mutual funds, ETFs, BDCs) and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Vista Investment Partners?
Vista Investment Partners’ direct owner is Ronald Richardson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 May 2026
How does Vista Investment Partners get paid?
Vista Investment Partners is paid through a percentage of assets under management 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
Is Vista Investment Partners registered with the SEC?
Yes, Vista Investment Partners has been registered with the SEC as an investment adviser since 3 January 2017. Its CRD number is 286014 and its SEC file number is 801-108779.
Source: Form ADV Part 1A, Item 1, filed 22 May 2026; IAPD firm record
How do I contact Vista Investment Partners?
Vista Investment Partners’ main office is at 5601 North Classen Boulevard, Suite 101, Oklahoma City, OK 73118. Its phone number is 405-608-5390. Its website is vistainvestment.com.