Vision Financial Management, LLC
● SEC registered since 2025CRD 170003SEC# 801-133721Cuyahoga Falls, OH
Reg. AUM
$165.7M
Employees
5
Accounts
747
Location
Cuyahoga Falls, OH
Vision Financial Management, LLC assets under management
Vision Financial Management, LLC is a registered investment adviser overseen by the SEC based in Cuyahoga Falls, OH. The firm has been registered since 2025. It reports $165.7 million in regulatory assets under management and employs 5 people.
Vision Financial Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Stagg Winston Control | Managing Member And Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does Vision Financial Management, LLC manage?
Vision Financial Management, LLC reports $165.7 million in regulatory assets under management on its Form ADV.
How many employees does Vision Financial Management, LLC have?
Vision Financial Management, LLC reports 5 employees.
Where is Vision Financial Management, LLC located?
Vision Financial Management, LLC is based in Cuyahoga Falls, OH and has been SEC-registered since 2025.
Does Vision Financial Management, LLC disclose fund performance?
Vision Financial Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 122 Broad Blvd., Cuyahoga Falls, OH 44221 |
| Phone | 330-929-9900 |
| Fax | 330-929-9702 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$165.7M▲ 38%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$165.7Mregulatory AUM
Discretionary $165.7M