Hedge Fund Database

VISIONARY HORIZONS, LLC

Adviser information for VISIONARY HORIZONS, LLC last updated from Form ADV on February 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

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

Employees

Total Number of Employees 11
Investment Advisory/Research 9
Registered Broker-Dealer Representatives 2
Registered State Investment Advisers 11
Licensed Agents of an Insurance Company 3
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,216 $242.7M
Non-Discretionary 43 $9.9M
Total 1,259 $252.6M

Clients

Type Number RAUM
Individuals 451 $116.1M
HNW Individuals 60 $135.1M
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 1 $343,824
Charitable organizations 1 $1.0M
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 1 $155
Other 0 $0
Type Number
No. of Non-RAUM Clients 19
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 11-25

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation % of AUMHourly chargesFixed fees% OF PLAN ASSETS
Other Business Activities Registered representative of a broker-dealerInsurance broker or agent

Identifiers

SEC RIA File Number 801-79890
SEC ERA File Number 801-79890
SEC CIK Numbers 2003615
SEC CRD Numbers 150483
Legal Entity Identifier None

Principal Office

620 MABRY HOOD RD
SUITE 102
KNOXVILLE
TN
United States
Monday - Friday, 8:30 A.M.TO 5:00 P.M.
Tel: 865-675-8496, Fax: 865-675-8499

Websites

www.visionaryhorizons.com www.facebook.com/visionaryhorizons/ www.linkedin.com/company/669591157 www.instagram.com/visionaryhoriz1/ vimeo.com/groups/812350 www.youtube.com/@visionaryhorizons

Chief Compliance Officer

TYLER J. MCMURRAY
MEMBER
620 MABRY HOOD ROAD
SUITE 102
KNOXVILLE
TN
United States
Tel: 865-675-8496
(Full email address available in API data)

Industry Affiliates

PURSHE KAPLAN STERLING INVESTMENTS Broker-dealer, municipal securities dealer, or gov securities broker or dealer

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
KIGER, ROGER, EDWARD Individual – MANAGING MEMBER 08/2009 > 75%
Carlin, Terri, Phillips Individual – MEMBER 01/2017 10-25%
SIMPSON, MICHAEL, THOMAS Individual – MEMBER 01/2017 5-10%
McMurray, Tyler, Jerone Individual – MEMBER/CHIEF COMPLIANCE OFFICER 01/2021 5-10%
MORROW, TYLER, JAMES Individual – MEMBER 01/2021 5-10%

No. Employees, Historic

20100201920202021202220232024202511 on 7/16/201911 on 7/16/201911 on 1/2/202011 on 1/2/202011 on 1/22/20208 on 3/3/20208 on 6/12/20208 on 3/10/20219 on 2/18/20229 on 6/21/20229 on 8/26/202210 on 2/6/202310 on 2/23/202310 on 3/8/202310 on 4/13/202310 on 4/20/202310 on 4/27/202310 on 7/19/202311 on 2/15/202411 on 2/26/202411 on 2/26/2024

RAUM, Historic

300M150M02019202020212022202320242025122171612 on 7/16/2019122171612 on 7/16/2019122171612 on 1/2/2020122171612 on 1/2/2020122171612 on 1/22/2020143686102 on 3/3/2020143686102 on 6/12/2020155930036 on 3/10/2021206816746 on 2/18/2022206816746 on 6/21/2022206816746 on 8/26/2022176353031 on 2/6/2023176353031 on 2/23/2023176353031 on 3/8/2023176353031 on 4/13/2023176353031 on 4/20/2023176353031 on 4/27/2023176353031 on 7/19/2023252592603 on 2/15/2024252592603 on 2/26/2024252592603 on 2/26/2024

No. Clients, Historic

60030002019202020212022202320242025364 on 7/16/2019364 on 7/16/2019364 on 1/2/2020364 on 1/2/2020364 on 1/22/2020391 on 3/3/2020391 on 6/12/2020390 on 3/10/2021421 on 2/18/2022421 on 6/21/2022421 on 8/26/2022432 on 2/6/2023432 on 2/23/2023432 on 3/8/2023432 on 4/13/2023432 on 4/20/2023432 on 4/27/2023432 on 7/19/2023514 on 2/15/2024514 on 2/26/2024514 on 2/26/2024

Holdings

From latest 13F, filed August 2nd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AMAZON COM INC COM 616K 3K –
AMERICAN CENTY ETF TR AVANTIS EMGMKT 8M 136K –
AMERICAN CENTY ETF TR INTL EQT ETF 521K 8K –
AMERICAN CENTY ETF TR US EQT ETF 4M 45K –
AMERICAN CENTY ETF TR US SML CP VALU 3M 35K –
AMERICAN TOWER CORP NEW COM 406K 2K –
AMGEN INC COM 1M 4K –
APPLE INC COM 1M 5K –
AUTODESK INC COM 465K 2K –
BANK AMERICA CORP COM 554K 14K –
BERKSHIRE HATHAWAY INC DEL CL A 612K 1 –
BERKSHIRE HATHAWAY INC DEL CL B NEW 932K 2K –
BLACKROCK ETF TRUST II FLEXIBLE INCOME 303K 6K –
BLACKROCK FLOATING RATE INCO COM 438K 34K –
BRISTOL-MYERS SQUIBB CO COM 520K 13K –
CHEVRON CORP NEW COM 614K 4K –
CISCO SYS INC COM 484K 10K –
COMCAST CORP NEW CL A 427K 11K –
DEERE & CO COM 442K 1K –
DEVON ENERGY CORP NEW COM 818K 17K –
DIMENSIONAL ETF TRUST GLOBAL REAL EST 746K 30K –
DIMENSIONAL ETF TRUST INFLATION PROTE 468K 11K –
DIMENSIONAL ETF TRUST INTL CORE EQUITY 204K 8K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 371K 11K –
DISNEY WALT CO COM 324K 3K –
DUKE ENERGY CORP NEW COM NEW 850K 8K –
EDISON INTL COM 569K 8K –
EXTRA SPACE STORAGE INC COM 636K 4K –
GILEAD SCIENCES INC COM 403K 6K –
GRANITESHARES PLATINUM TR SHS BEN INT 106K 11K –
HARTFORD FINL SVCS GROUP INC COM 563K 6K –
HOME DEPOT INC COM 518K 2K –
INTEL CORP COM 312K 10K –
INVESCO QQQ TR UNIT SER 1 5M 9K –
ISHARES INC ASIA/PAC DIV ETF 597K 17K –
ISHARES INC MSCI FRANCE ETF 789K 21K –
ISHARES TR CORE INTL AGGR 1M 27K –
ISHARES TR CORE LT USDB ETF 384K 8K –
ISHARES TR CORE TOTAL USD 262K 6K –
ISHARES TR INTL DEV RE ETF 252K 13K –
ISHARES TR MSCI UK ETF NEW 601K 17K –
ISHARES TR RUSSELL 2000 ETF 210K 1K –
J P MORGAN EXCHANGE TRADED F BETABUILDERS EUR 443K 8K –
JPMORGAN CHASE & CO. COM 613K 3K –
KIMCO RLTY CORP COM 645K 33K –
KLA CORP COM NEW 632K 766 –
LAM RESEARCH CORP COM 593K 557 –
LOWES COS INC COM 463K 2K –
M & T BK CORP COM 499K 3K –
MCDONALDS CORP COM 397K 2K –
MEDTRONIC PLC SHS 1M 15K –
MICROSOFT CORP COM 1M 3K –
MIZUHO FINANCIAL GROUP INC SPONSORED ADR 61K 14K –
NEWMONT CORP COM 570K 14K –
NGL ENERGY PARTNERS LP COM UNIT REPST 51K 10K –
NOVARTIS AG SPONSORED ADR 671K 6K –
NUVEEN SELECT TAX-FREE INCOM SH BEN INT 198K 14K –
NVIDIA CORPORATION COM 1M 8K –
NXP SEMICONDUCTORS N V COM 551K 2K –
OLIN CORP COM PAR $1 413K 9K –
PACER FDS TR PACER US SMALL 6M 143K –
PALANTIR TECHNOLOGIES INC CL A 203K 8K –
PRICE T ROWE GROUP INC COM 491K 4K –
SABA CAPITAL INCOME & OPPORT COM NEW 418K 54K –
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 10M 289K –
SCHWAB STRATEGIC TR US LCAP GR ETF 26M 256K –
SELECT SECTOR SPDR TR COMMUNICATION 3M 35K –
SELECT SECTOR SPDR TR FINANCIAL 918K 22K –
SOUTHERN CO COM 826K 11K –
SPDR GOLD TR GOLD SHS 820K 4K –
SPDR S&P 500 ETF TR TR UNIT 669K 1K –
SPDR SER TR PORTFOLIO INTRMD 526K 16K –
SPDR SER TR PORTFOLIO SH TSR 1M 52K –
SPDR SER TR PRTFLO S&P500 VL 19M 388K –
SPROTT PHYSICAL GOLD TR UNIT 186K 10K –
TARGA RES CORP COM 655K 5K –
TARGET CORP COM 876K 6K –
TOTALENERGIES SE SPONSORED ADS 338K 5K –
VANGUARD BD INDEX FDS LONG TERM BOND 5M 65K –
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 6M 85K –
VERIZON COMMUNICATIONS INC COM 876K 21K –
WALGREENS BOOTS ALLIANCE INC COM 259K 21K –
WISDOMTREE TR EMER MKT HIGH FD 457K 11K –