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- Custodian
- Bitgo · Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2023
- Office Locations
- 3
Office Locations
About Vista Investment Partners
Vista Investment Partners is an SEC-registered investment adviser providing wealth management, retirement planning, and estate strategy for entrepreneurs and executives, peak career professionals, and pre-retirees/retirees, including high-net-worth households. The team emphasizes customized portfolio construction and risk management, using vehicles such as ETFs and mutual funds. Client accounts are carried by Raymond James & Associates.
Team overview
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Client Personas
Custodian
Investment Themes
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Services
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Owner & Executives
BRETT DOUGLAS GUILEY
Managing Partner
- CRD
- #4145989
- Ownership
- 75% or more
Sarah Elizabeth Peacock
Manager
- CRD
- #6704803
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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JEFFREY AURAND
Loan officer
- CRD
- #4692143
PETER KUHNS BARTEL
Senior Advisor
- CRD
- #2351291
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $383,032,870 | $247,597 |
| Non-Discretionary | $112,954 | $112,954 |
| Total | $383,145,824 | $247,510 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | 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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