SourcingSourcing

VISTA INVESTMENT PARTNERS LLC

C45
CRD 286014·SEC 801-108779·OKLAHOMA CITY, OK
AUM
$610.6M
$500M-$1B
Est. Revenue
$6.1M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VISTA INVESTMENT PARTNERS LLC
CRD
286014
SEC file #
801-108779
EIN
271838099
DBA names
—

Economics

AUM
$610.6M
AUM band
$500M-$1B
AUM trajectory
'20'26
$403.5M → $610.6M▲ +51%
Client mix
Individuals Other334
Individuals High Net Worth118
Corporations23
Charitable Organizations4

Operations

Employees (total)
9
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
5 advisors → 6 advisors▲ +20%
Primary office
OKLAHOMA CITY OK
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
01/30/2026
ADV-W filed at
—
Website
vistainvestment.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RICHARDSON, RONALD, LOYD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
RICHARDSON, RONALD, LOYD
DAVENPORT, JANE, ANN
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
ok
Rdap Domain
VISTAINVESTMENT.COM
Rdap Domain Creation Date
2009-09-08T12:39:25Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

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
8,318
Form 5500 Compensation Trajectory 3y
20258,318
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
8,318
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002023386
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2024-05-15
Edgar Last Filing Date
2026-04-09
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-04-09
Accession0002085853-26-000317

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
5601 N. CLASSEN BLVD.SUITE 101OKLAHOMA CITY, OK 73118
Business
5601 N. CLASSEN BLVD.SUITE 101OKLAHOMA CITY, OK 73118
Edgar EIN
271838099
Edgar Recent Filings
13F-HR2026-04-09 · 0002085853-26-000317
13F-HR2026-01-16 · 0002085853-26-000039
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-09-08T12:39:25Z
Rdap Domain Last Changed
2022-09-30T19:39:24Z
Rdap Nameservers
Ns47.domaincontrol.comNs48.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1255191
Trust Company Affiliate
No

People (6)

6
RICHARDSON, RONALD, LOYD
IAR · Direct Owner · 87.5%
1255191
DAVENPORT, JANE, ANN
IAR · Executive Officer · 2.5%
7884418
THURMAN, JERRY, DALE
IAR · Executive Officer · 2.5%
4671474
ALYOSHA RICHARD MERTENS
IAR
2376914
TODD DENNIS LANG
IAR
2139647
STEVEN LAWRENCE HAWES
IAR
1517079