VISTA INVESTMENT PARTNERS LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Oklahoma, United States

Employees

Total Number of Employees	8
Investment Advisory/Research	4
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	4
Licensed Agents of an Insurance Company	4
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,447	$470.7M
Non-Discretionary	29	$3.9M
Total	1,476	$474.5M

Clients

Type	Number	RAUM
Individuals	364	$261.5M
HNW Individuals	109	$197.6M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	<5	$60,448
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	29	$15.4M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation	% of AUMFixed fees

Identifiers

SEC RIA File Number	801-108779
SEC ERA File Number	801-108779
SEC CIK Numbers	2023386
SEC CRD Numbers	286014
Legal Entity Identifier	None

Principal Office

5601 NORTH CLASSEN BOULEVARD
SUITE 101
OKLAHOMA CITY
OK
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic