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Visionary Horizons, LLC

● SEC registered since 2014CRD 150483SEC# 801-79890Knoxville, TN
Export (members)
Reg. AUM
$396.7M
Employees
12
Accounts
3,989
Location
Knoxville, TN

Visionary Horizons, LLC assets under management

Visionary Horizons, LLC is a registered investment adviser overseen by the SEC based in Knoxville, TN. The firm has been registered since 2014. It reports $396.7 million in regulatory assets under management and employs 12 people.

Visionary Horizons, LLC owners & executives

4 reported
NameTitleOwnershipSince
Michael Thomas SimpsonMember5-10%2017
Roger Edward Kiger ControlManaging MemberOver 75%2009
Tyler James MorrowMember5-10%2021
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Frequently asked questions

How much does Visionary Horizons, LLC manage?

Visionary Horizons, LLC reports $396.7 million in regulatory assets under management on its Form ADV.

How many employees does Visionary Horizons, LLC have?

Visionary Horizons, LLC reports 12 employees.

Where is Visionary Horizons, LLC located?

Visionary Horizons, LLC is based in Knoxville, TN and has been SEC-registered since 2014.

Does Visionary Horizons, LLC disclose fund performance?

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

Contact & registration

Address620 Mabry Hood Rd, Suite 301, Knoxville, TN 37932
Phone865-675-8496
Fax865-675-8499
Office hours8:30 a.m.To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK2003615
Discloses disciplinary historyNo

Regulatory AUM

$396.7M▲ 36%
Mar '25 — $291.4MApr '25 — $291.4MMay '25 — $291.4MJun '25 — $291.4MJul '25 — $291.4MAug '25 — $291.4MSep '25 — $291.4MOct '25 — $291.4MNov '25 — $291.4MDec '25 — $291.4MJan '26 — $291.4MFeb '26 — $396.7MMar '26 — $396.7MApr '26 — $396.7MMay '26 — $396.7MJun '26 — $396.7M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers

Assets under management

$396.7Mregulatory AUM
Discretionary $370.9MNon-discretionary $25.8M