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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Vista Investment Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Vista Investment Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Vista Investment Partners?","answer":"Vista Investment Partners’ direct owner is Ronald Richardson (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 22 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Vista Investment Partners get paid?","answer":"Vista Investment Partners is paid through a percentage of assets under management and fixed fees. 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