Wealth manager, independent · Sylvania, OH
Venture Visionary Partners LLC
SEC-registered investment adviser · CRD 304237 · SEC 801-116835
At a glance
Venture Visionary Partners LLC is an SEC-registered investment adviser based in Sylvania, Ohio, with $5.2B in regulatory assets under management as of its Form ADV filed September 4, 2026. It reports 2,660 individual clients, 833 of them high-net-worth, holding an average of about $1.6 million each, and 46 employees. That ranks it 203rd among the nation’s 5,657 independent wealth management RIAs and 11th of 226 in Ohio. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 419-464-7401LinkedInAs filed on Form ADV
- Regulatory AUM
- $5.2B
- Rank among independent wealth managers
- #203 of 5,657
- Rank among all SEC RIAs
- #2,027 of 17,210
- Rank in Ohio
- #11 of 226
- Individual clients
- 2,660
- High-net-worth clients
- 833
- Accounts
- 6,711
- Discretionary
- 99% of AUM
- Employees
- 46
- Advisory staff
- 18
- Offices
- 5
Owners and executives on its Form ADV
- Craig D. FindleyChairman, Chief Executive, Owner
- Robert W. RetzloffChief Operating Officer, Chief Compliance Officer
- Melissa J. EstrichChief Administrative Officer
- Craig A. WarnimontChief Investment Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Venture Visionary Partners LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed September 2026) names Purshe Kaplan Sterling Investments as the broker-dealer its advisers are registered with.
Compensation for the Sale of Securities or Other Investment Products Persons providing investment advice on behalf of our firm are registered representatives with PKS, a securities broker-dealer, and a member of the Financial Industry Regul
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 833 | $3.7B | 70% |
| Individuals | 1,827 | $582M | 11% |
| Corporations or other businesses | 75 | $559M | 11% |
| Charitable organizations | 65 | $419M | 8% |
| Pension and profit sharing plans | 10 | $12M | <1% |
Disciplinary disclosures
Venture Visionary Partners LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Venture Visionary Partners LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 775 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Ohio
All of Ohio →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Truepoint, Inc.Cincinnati | $6.4B | 1,867 |
| TFO Wealth PartnersMaumee | $5.7B | 1,815 |
| Constellation Wealth AdvisorsCincinnati | $5.4B | 403 |
| Wellspring Family OfficeCleveland | $5.1B | 139 |
| Daymark Wealth Partners, LLCCincinnati | $5.0B | 2,060 |
| Hamilton CapitalColumbus | $4.9B | 2,744 |
Background
Questions
How much does Venture Visionary Partners LLC manage?
Venture Visionary Partners LLC reports $5.2B in regulatory assets under management across 6,711 accounts, 99% of it on a discretionary basis, on its Form ADV filed September 4, 2026.
How many clients does Venture Visionary Partners LLC have?
It reports 2,660 individual clients: 833 high-net-worth individuals and 1,827 other individuals. Individuals account for about 81% of its regulatory assets.
Where is Venture Visionary Partners LLC headquartered?
Its main office is in Sylvania, Ohio. It reports 5 offices in total and 46 employees, 18 of whom perform investment advisory functions.
How does Venture Visionary Partners LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Venture Visionary Partners LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed September 4, 2026, it reports these amounts held: Charles Schwab ($5.1B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Venture Visionary Partners LLC a hybrid RIA with a broker-dealer?
Venture Visionary Partners LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Venture Visionary Partners LLC a fiduciary?
As an SEC-registered investment adviser, Venture Visionary Partners LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 2 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Venture Visionary Partners LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-04), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →