VENTURE VISIONARY PARTNERS LLC

CRD

304237

SEC file #

801-116835

EIN

834717882

DBA names

—

Economics

AUM

$5.24B

AUM band

$1B+

AUM trajectory

'20 · $551.0M

'21 · $900.3M

'22 · $2.70B

'23 · $3.38B

'25 · $4.36B

'26 · $5.24B

'20'26

$551.0M → $5.24B▲ +851%

sec adv history

Client mix

Individuals Other	1,827
Individuals High Net Worth	833
Corporations	75
Charitable Organizations	65
Pension Profit Sharing Plans	10

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 1 advisors

'21 · 4 advisors

'22 · 11 advisors

'23 · 13 advisors

'25 · 16 advisors

'26 · 18 advisors

'20'26

1 advisors → 18 advisors▲ +1700%

sec adv history

Primary office

SYLVANIA OH

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/31/2026

facebook.com/venture-visionary-partners-366979237529691(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

FINDLEY, CRAIG, DOUGLAS

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

FINDLEY, CRAIG, DOUGLAS

ESTRICH, MELISSA, JO

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

fallback_guess:venturevisionary.com

rdap

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

994,681

Form 5500 Compensation Trajectory 3y

2025

994,681

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

994,681

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001792283

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2020-02-06

Edgar Last Filing Date

2026-05-14

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-14

Accession0001172661-26-001979

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.351

Soi Zip Pct 200k Plus

0.1153

Soi Zip Returns 200k Plus

2000

Soi Zip Total AGI

2,004,853

Fdic Zip Total Deposits

23,334,113,000

Fdic Zip Branch Count

328

Fdic Zip Top Banks

Fifth Third Bank

Capital Bank National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (22)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4
Lpl Financial	1

adv brochure

Edgar Addresses

Mailing

5520 MONROE STREET, SUITE BSYLVANIA, OH 43560

Business

5520 MONROE STREET, SUITE BSYLVANIA, OH 43560

Edgar EIN

834717882

Edgar Recent Filings

13F-HR2026-05-14 · 0001172661-26-001979

13F-HR2026-02-13 · 0001172661-26-000759

Fdic Zip Branches Raw

National City Bank, NorthwestSylvania, OH

Mid American National Bank and Trust CompanySylvania, OH

Fdic Zip HHI

1210.23

Fdic Zip Top Bank Share Pct

26.15

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	45,962
Returns	3,970

Stub 2

AGI	110,953
Returns	3,000

Stub 3

AGI	151,690
Returns	2,440

Soi Zip Total Business Income

78,843

Soi Zip Total Cap Gains

73,429

Soi Zip Total Dividends

47,826

Soi Zip Total Returns

17,350

Top Owner CRD

2250784

Trust Company Affiliate