RIA Intel›Advisers›Tennessee›VISIONARY HORIZONS, LLC

VISIONARY HORIZONS, LLC

Advisory

N·KNOXVILLE, TN

Data as of Jul 24, 2026 · Source: SEC Form ADV

Total AUM

$397M

1-Year AUM Growth

+15.4%

3-Year CAGR

+11.7%

Employees

12

Assets Under Management

Total AUM$397M

Discretionary AUM$371M

Non-Discretionary AUM$26M

Discretionary %93.5%

Total Clients577

Team

Total Employees12

Investment Advisers12

Employee Growth (1Y)+44.4%

Filing History

Total Filings on Record43

First FilingJun 2, 2014

Latest FilingJul 24, 2026

🔒 Full AUM trend chart and 43 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on VISIONARY HORIZONS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.