Vista Investment Partners LLC

Registered investment adviser · Oklahoma City, OK · CRD #286014

Form ADV data as of 2026-09-01

Regulatory assets

$610.6 million

Total accounts

1,610

Employees

Disclosure events

Firm details

Website: http://www.vistainvestment.com/
Telephone: 405-608-5390
SEC file number: 801-108779
Most recent Form ADV filing: 2026-05-22
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 1 disclosure question answered Yes, covering 1 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Another regulator denied, suspended, or revoked a registration or restricted activity

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$595.4 million
Non-discretionary regulatory assets under management	$15.2 million
Total regulatory assets under management	$610.6 million
Discretionary accounts	1,539
Non-discretionary accounts	71
Total accounts	1,610
Regulatory assets under management attributable to non-U.S. persons	$2.2 million

People

Total employees (excluding clerical)	9
Employees performing investment advisory functions (including research)	6
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	6
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	2
Firms or persons who solicit advisory clients on the firm's behalf	2

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$49.9 million
Clients for whom the firm has custody	21
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	1

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Receives soft dollar benefits
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	334	$107.4 million
High net worth individuals	118	$450.4 million
Charitable organizations	4	$15.0 million
Corporations or other businesses not listed above	23	$37.8 million