Visionary Horizons, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Knoxville, TN. Its latest Form ADV filing, dated March 19, 2026, reports $397M in regulatory assets under management, 12 employees, 7 offices, and 3,989 accounts.
Assets Under Management
$397M
Employees
12
Offices
7 offices
Total Clients
709
Primary office
KNOXVILLE, TN
620 MABRY HOOD RD, SUITE 301, KNOXVILLE, TN, United States
Top client segmentIndividuals represent 80.1% of total clients.
Top client categories% of clientsClients
1
Individuals
80.1%
568
2
HNWI
13.8%
98
3
Pension Plans
5.9%
42
4
Charitable
0.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$397Mas of March 19, 2026
Discretionary93.5%
$371M
93% of total RAUM93.5%
Non-discretionary6.5%
$26M
7% of total RAUM6.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$397M
Total Accounts3,989
10Y AUM Change+$294M (+285.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee59:1
10Y Employee Change+3 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.