RIA Intel›Advisers›Arizona›VAL VISTA CAPITAL MANAGEMENT, LLC

VAL VISTA CAPITAL MANAGEMENT, LLC

Advisory

SUN LAKES, AZ

Data as of Feb 20, 2024 · Source: SEC Form ADV

Rank in AZ

#304

of 387 advisers by AUM

Average account

$189K

across 429 accounts

AUM per adviser

$41M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 20, 2024.

Total AUM

$81M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$81M

Discretionary AUM$81M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients341

Team

Total Employees5

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

341 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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