$396.7M Total AUM
$370.9M Disc. AUM
19.4% 3Y CAGR
12 Employees
734 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-10-2009
- Office Locations
- 9
Office Locations
106 Southport Drive Somerset KY
108 Durwood Road Knoxville TN
2115 Chapman Road Suite 125 Chattanooga TN
About Visionary Horizons, LLC
Visionary Horizons, LLC is an independent advisory firm serving families and businesses with a holistic “Community Family Office™” approach. The team provides financial planning and active investment management, emphasizing proactive client communications and long-term strategic guidance. Works with custodians such as Charles Schwab.
Team overview
35 AVG AGE
$33.1M AVG AUM / ADVISOR
$540.5K AVG AUM / CLIENT
4.9 yrs AVG TENURE
12 Employees
12 Advisory Reps
12 RIA Reps
16yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
ROGER EDWARD KIGER
Managing Member
- CRD
- #2857337
- Ownership
- 75% or more
Available
Available
Available
Tyler Jerone McMurray
Chief Compliance Officer, Compliance Officer
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
Showing 2 of 4 owners & executives
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C
CLINTON MICHAEL BIGGS
--
- CRD
- #7383417
Available
Available
Available
REBECCA ELISABETH BROWN
Financial Planner
- CRD
- #4189062
Available
Available
Available
Showing 2 of 17 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $370,905,975 | $93,357 |
| Non-Discretionary | $25,800,717 | $1,612,545 |
| Total | $396,706,692 | $99,450 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | 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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