OKLAHOMA CITY, OKCRD 286014Latest ADV January 30, 2026
Vista Investment Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oklahoma City, OK. Its latest Form ADV filing, dated January 30, 2026, reports $611M in regulatory assets under management, 9 employees, 1 office, and 1,610 accounts.
Assets Under Management
$611M
Employees
9
Offices
1 office
Total Clients
479
Primary office
OKLAHOMA CITY, OK
5601 NORTH CLASSEN BOULEVARD, SUITE 101, OKLAHOMA CITY, OK, United States
Top client segmentIndividuals represent 69.7% of total clients.
Top client categories% of clientsClients
1
Individuals
69.7%
334
2
HNWI
24.6%
118
3
Corporations
4.8%
23
4
Charitable
0.8%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$611Mas of January 30, 2026
Discretionary97.5%
$595M
98% of total RAUM97.5%
Non-discretionary2.5%
$15M
2% of total RAUM2.5%
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$611M
Total Accounts1,610
10Y AUM Change+$433M (+243.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee53:1
10Y Employee Change+6 (+200.0%)
* 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.