SourcingSourcing

VISIONARY HORIZONS, LLC

C42
CRD 150483·SEC 801-79890·KNOXVILLE, TN
AUM
$396.7M
$100M-$500M
Est. Revenue
$4.0M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VISIONARY HORIZONS, LLC
CRD
150483
SEC file #
801-79890
EIN
263061344
DBA names
—

Economics

AUM
$396.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$122.2M → $396.7M▲ +225%
Client mix
Individuals Other568
Individuals High Net Worth98
Pension Profit Sharing Plans42
Charitable Organizations1

Operations

Employees (total)
12
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'20'26
11 advisors → 12 advisors▲ +9%
Primary office
KNOXVILLE TN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
facebook.com/visionaryhorizons(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KIGER, ROGER, EDWARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
KIGER, ROGER, EDWARD
McMurray, Tyler, Jerone
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:visionaryhorizons.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
8,268
Form 5500 Compensation Trajectory 3y
20258,268
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
8,268
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002003615
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2024-01-23
Edgar Last Filing Date
2026-04-17
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-04-17
Accession0002003615-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
5
Bc Firm Active IA Count
15
Bc Firm IAR Count
15
Custodian Candidates
Full
Charles Schwab6
Lpl Financial4
E*trade4
Edgar Addresses
Mailing
620 MABRY HOOD RDSUITE 301KNOXVILLE, TN 37932
Business
620 MABRY HOOD RDSUITE 301KNOXVILLE, TN 37932
Edgar EIN
263061344
Edgar Recent Filings
13F-HR2026-04-17 · 0002003615-26-000003
13F-HR2026-01-23 · 0002003615-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2857337
Trust Company Affiliate
No

People (16)

16
KIGER, ROGER, EDWARD
IAR · Direct Owner · 87.5%
2857337
MORROW, TYLER, JAMES
IAR · Direct Owner · 7.5%
6418560
SIMPSON, MICHAEL, THOMAS
IAR · Direct Owner · 7.5%
5540027
McMurray, Tyler, Jerone
Direct Owner · 7.5%
7509132
David T Worley
IAR
7414326
JOSEPH BRYAN MCCAMERON
IAR
5983595
CHARLES JESSE LOVEDAY
IAR
6904492
TIMOTHY JOSEPH MCINTOSH
IAR
2726005
NICHOLAS WINFORD HUGHES
IAR
5305004
JAMES Nathan KRAESKE
IAR
5201883
Katherine Ann Stellflue
IAR
4221262
Luke Jefferson Powers
IAR
7030841
JEREMY M LONG
IAR
5928272
Madison Kent Holbrook
IAR
6751880
Tyler Fedrick
IAR
6667082
REBECCA ELISABETH BROWN
IAR
4189062