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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-13-2003
- Office Locations
- 1
Office Locations
About Vista Investment Management, LLC
Vista Investment Management, LLC is a Pittsburgh-based registered investment adviser providing portfolio management for individual and institutional clients. The firm emphasizes asset allocation using ETFs and mutual funds, with fixed-income exposure as needed, and also offers financial planning support (including retirement and insurance planning). Custody is supported through Charles Schwab & Co.
Team overview
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Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOHN DANIEL FRANKOLA
Chief Executive Officer, President
- CRD
- #1793125
- Ownership
- Less than 5%
MATTHEW JOSEPH VIVERETTE
Chief Compliance Officer, Chief Operations Officer, Portfolio Manager
- CRD
- #6329239
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Dylan Connor Thomas Dunlop
--
- CRD
- #6773271
LAWRENCE EMERSON EAKIN JR
Investment Advisor
- CRD
- #2831417
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $319,218,986 | $591,146 |
| Non-Discretionary | $4,719,517 | $1,179,879 |
| Total | $323,938,503 | $595,475 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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