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VISION TECH GROUP LLC

Advisory

TX

Data as of Jan 19, 2026 · Source: SEC Form ADV

Rank in TX
#2,017
of 2,813 advisers by AUM
Average account
$163K
across 170 accounts
AUM per adviser
$28M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 19, 2026.

Total AUM
$28M
Discretionary %
100%
Clients
78
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$28M
Discretionary AUM$28M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients78
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, OK, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

MCNALLY FINANCIAL SERVICES CORPORATION
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$28M
LEDERGERBER MARICELA MARTINEZ
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$28M
-22.2% 1Y
CBC CAPITAL PARTNERS, LTD.
DALLAS, TX
$28M
0.0% 1Y
JBW CAPITAL MANAGEMENT LP
DALLAS, TX
$28M
0.0% 1Y
FIRST FIDELITY WEALTH MANAGEMENT LLC
NEW BRAUNFELS, TX
$28M
AVENUE RETIREMENT SERVICES, LLC
$27M

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