Vista Advisor Group, LLC
● SEC registered since 2020CRD 307268SEC# 801-119453Walnut Creek, CA
Reg. AUM
$314.6M
Employees
5
Accounts
688
Location
Walnut Creek, CA
Vista Advisor Group, LLC assets under management
Vista Advisor Group, LLC is an SEC-registered investment adviser based in Walnut Creek, CA. The firm has been registered since 2020. It reports $314.6 million in regulatory assets under management and employs 5 people.
Vista Advisor Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael William Lahl Control | Managing Member & Chief Compliance Officer | 25-50% | 2020 |
| Stephen Edgar Lahl | Owner | 5-10% | 2022 |
| William Alan Lahl Control | Managing Member | 25-50% | 2020 |
Frequently asked questions
How much does Vista Advisor Group, LLC manage?
Vista Advisor Group, LLC reports $314.6 million in regulatory assets under management on its Form ADV.
How many employees does Vista Advisor Group, LLC have?
Vista Advisor Group, LLC reports 5 employees.
Where is Vista Advisor Group, LLC located?
Vista Advisor Group, LLC is based in Walnut Creek, CA and has been SEC-registered since 2020.
Does Vista Advisor Group, LLC disclose fund performance?
Vista Advisor Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2950 Buskirk Avenue, Suite 350, Walnut Creek, CA 94597 |
| Phone | 925-476-4646 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$314.6M▲ 22%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$314.6Mregulatory AUM
Discretionary $312.7MNon-discretionary $1.9M