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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-21-2019
- Office Locations
- 3
Office Locations
About Venture Visionary Partners LLC
Venture Visionary Partners LLC is a Sylvania, Ohio-based RIA founded by Craig D. Findley, serving individuals and business owners with financial planning, wealth/legacy and tax planning, retirement plan and insurance solutions, and portfolio construction/asset management. Investment exposure includes ETFs, public funds and fixed income, with ESG/impact themes noted. Findley has multiple Forbes and Barron's rankings, including being the only firm in Northwest Ohio on Forbes Top 250 (2021-22).
Reported data analysis
What the numbers show
Between June 2, 2025 and March 31, 2026, reported AUM increased 20.1%, from $4.4B to $5.2B.
Across 5 reported observations, AUM increased 55.2% between September 15, 2022 and March 31, 2026, from $3.4B to $5.2B.
Of the latest reported AUM, 99.0% is discretionary and 1.0% is non-discretionary.
The firm reports 18 advisory representatives and 2,911 clients, or 161.7 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 3 reported office locations and 7 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
CRAIG DOUGLAS FINDLEY
Chairman, Chief Executive, Owner, Private Wealth Advisor
- CRD
- #2250784
- Ownership
- 75% or more
MELISSA JO ESTRICH
Chief Administrative Officer, Partner
- CRD
- #2593813
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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PAUL MELVIN ABENDROTH
Partner
- CRD
- #2146399
AMY JO AMOS
Relationship Manager
- CRD
- #4339736
Showing 2 of 31 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,190,284,055 | $778,037 |
| Non-Discretionary | $51,914,540 | $1,297,864 |
| Total | $5,242,198,595 | $781,135 |
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Separately Managed Accounts
SMA allocation detail is available
Venture Visionary Partners LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Venture Visionary Partners LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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