V
CRD: 286014
Vista Investment Partners LLC
$610.6M Total AUM
$595.4M Disc. AUM
-- 3Y CAGR
9 Employees
479 ADV. Clients
9 yrs Firm Age
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-2017
- Office Locations
- 2
Office Locations
2626 East 21st Street Suite 3 Tulsa OK
5601 North Classen Boulevard Suite 101 Oklahoma City OK
About Vista Investment Partners LLC
Vista Investment Partners LLC is a Oklahoma City-based RIA with 2 offices. The firm has been operating for 9 years. Managing $610.6M in total assets under management, with 6 advisory representatives. They custody assets with Raymond James.
Team overview
57 AVG AGE
$101.8M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
4.8 yrs AVG TENURE
9 Employees
6 Advisory Reps
6 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
RONALD LOYD RICHARDSON
President, Senior Portfolio Manager
- CRD
- #1255191
- Ownership
- 75% or more
Available
Available
Available
J
JANE ANN DAVENPORT
Chief Compliance Officer
- CRD
- #7884418
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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STEVEN LAWRENCE HAWES
Senior Vice President Portfolio Manager
- CRD
- #1517079
Available
Available
Available
TODD DENNIS LANG
Senior Vice President, Investment Advisor
- CRD
- #2139647
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $595,401,816 | $386,876 |
| Non-Discretionary | $15,180,441 | $213,809 |
| Total | $610,582,257 | $379,244 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Public Funds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | 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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