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Venture Visionary Partners LLC

● SEC registered since 2019CRD 304237SEC# 801-116835Sylvania, OH
Export (members)
Reg. AUM
$5.24B
Employees
46
Accounts
6,711
Location
Sylvania, OH

Venture Visionary Partners LLC assets under management

Venture Visionary Partners LLC is an investment advisory firm registered with the SEC based in Sylvania, OH. The firm has been registered since 2019. It reports $5.2 billion in regulatory assets under management and employs 46 people.

Venture Visionary Partners LLC owners & executives

4 reported
NameTitleOwnershipSince
Craig Arnold Warnimont ControlChief Investment OfficerUnder 5%2021
Craig Douglas Findley ControlChairman, Chief Executive, OwnerOver 75%2019
Melissa Jo Estrich ControlChief Administrative OfficerUnder 5%2019
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Frequently asked questions

How much does Venture Visionary Partners LLC manage?

Venture Visionary Partners LLC reports $5.2 billion in regulatory assets under management on its Form ADV.

How many employees does Venture Visionary Partners LLC have?

Venture Visionary Partners LLC reports 46 employees.

Where is Venture Visionary Partners LLC located?

Venture Visionary Partners LLC is based in Sylvania, OH and has been SEC-registered since 2019.

Does Venture Visionary Partners LLC disclose fund performance?

Venture Visionary Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5520 Monroe Street, Suite B, Sylvania, OH 43560
Phone(419) 464-7401
Fax(419) 464-7366
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1792283
Discloses disciplinary historyYes

Regulatory AUM

$5.24B▲ 20%
Mar '25 — $4.36BApr '25 — $4.36BMay '25 — $4.36BJun '25 — $4.36BJul '25 — $4.36BAug '25 — $4.36BSep '25 — $4.36BOct '25 — $4.36BNov '25 — $4.36BDec '25 — $4.36BJan '26 — $4.36BFeb '26 — $4.36BMar '26 — $5.24BApr '26 — $5.24BMay '26 — $5.24BJun '26 — $5.24B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers

Assets under management

$5.24Bregulatory AUM
Discretionary $5.19BNon-discretionary $51.9M