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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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