$5.9M Total AUM
$1.8M Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
29 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-14-1997
- Office Locations
- 1
Office Locations
855 Sunset Dr. Suite 7 Athens GA
About Vision Financial Concepts
Vision Financial Concepts is an investment advisor in Athens, GA providing financial and investment planning for retail clients, with a focus on retirees and business owners. The firm emphasizes asset allocation and risk management using vehicles such as mutual funds, fixed income, and ETFs, and offers client access through a WealthOne Portal. Custody reported with SEI.
Team overview
55 AVG AGE
$5.9M AVG AUM / ADVISOR
$102.0K AVG AUM / CLIENT
23.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JUDSON DEAN MALLARD
Investment Advisor
- CRD
- #2066913
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,781,744 | -- |
| Non-Discretionary | $4,132,816 | -- |
| Total | $5,914,560 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Other:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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