Visionary Horizons, Llc
- Regulatory AUM
- $397M
- Discretionary
- $371M
- Clients
- 709
- Avg AUM / client
- $560K
- Accounts
- 3,989
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 24, 2026
Investments (13F portfolio — 145 positions, $239,263,991)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | US LCAP GR ETF | $33,056,660 | 976,851 | 13.8% | 8.33% |
| 2 | Spdr Series Trust | ST STR P500VAL | $23,698,590 | 389,843 | 9.9% | 5.97% |
| 3 | Schwab Strategic Tr | FUNDAMENTAL INTL | $16,902,038 | 320,357 | 7.06% | 4.26% |
| 4 | American Centy Etf Tr | US SML CP VALU | $13,735,141 | 110,092 | 5.74% | 3.46% |
| 5 | American Centy Etf Tr | AVANTIS EMGMKT | $13,413,258 | 139,011 | 5.61% | 3.38% |
| 6 | Northern Lights Fd Tr | TOEWS AGILTY SHS | $8,109,933 | 210,051 | 3.39% | 2.04% |
| 7 | American Centy Etf Tr | US EQT ETF | $7,962,249 | 62,166 | 3.33% | 2.01% |
| 8 | Invesco Qqq Tr | UNIT SER 1 | $7,050,011 | 9,573 | 2.95% | 1.78% |
| 9 | Spdr Series Trust | ST INTER BD ETF | $6,258,498 | 187,044 | 2.62% | 1.58% |
| 10 | Ssga Active Etf Tr | ST STR TOTAL ETF | $5,916,133 | 149,889 | 2.47% | 1.49% |
| 11 | Select Sector Spdr Tr | ST STR INDL ETF | $5,068,138 | 27,361 | 2.12% | 1.28% |
| 12 | Pacer Fds Tr | US EXPORT LEAD | $3,266,690 | 43,085 | 1.37% | 0.82% |
| 13 | Blackrock Etf Trust | ISHARES US EQUIT | $3,004,785 | 44,181 | 1.26% | 0.76% |
| 14 | Invesco Exchange Traded Fd T | S&P500 EQL WGT | $2,850,164 | 13,395 | 1.19% | 0.72% |
| 15 | Etf Ser Solutions | APTUS COLLRD INV | $2,621,761 | 56,821 | 1.1% | 0.66% |
| 16 | Spdr Gold Tr | GOLD SHS | $2,402,574 | 6,522 | 1.0% | 0.61% |
| 17 | Ishares Tr | CORE UNIVRSL USD | $2,385,267 | 51,685 | 1.0% | 0.6% |
| 18 | Nvidia Corporation | COM | $2,282,079 | 11,405 | 0.95% | 0.58% |
| 19 | Ishares Tr | 0-5 YR TIPS ETF | $2,241,742 | 21,943 | 0.94% | 0.57% |
| 20 | Invesco Exch Traded Fd Tr Ii | S&P 500 HB ETF | $2,151,547 | 13,828 | 0.9% | 0.54% |
| 21 | Blackrock Etf Trust Ii | ISHA FLEX IN ETF | $2,027,573 | 38,738 | 0.85% | 0.51% |
| 22 | Spdr Series Trust | ST SHO TREAS ETF | $1,927,877 | 66,455 | 0.81% | 0.49% |
| 23 | Ishares U S Etf Tr | SHOR DURA BD ETF | $1,691,401 | 33,387 | 0.71% | 0.43% |
| 24 | Ishares Tr | US AER DEF ETF | $1,464,337 | 6,040 | 0.61% | 0.37% |
| 25 | Microsoft Corp | COM | $1,454,343 | 3,898 | 0.61% | 0.37% |
Top 25 of 145 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 568 | $159M | 40.1% |
| High net worth individuals | 98 | $210M | 53.1% |
| Pension and profit sharing plans | 42 | $26.2M | 6.62% |
| Charitable organizations | 1 | $1.0M | 0.26% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Rally For Retirement 401(k) Plan Great Salons Of Knoxville, Inc. | 2024 |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Roger Edward Kiger | Managing Member | CFP | Aug 2009 (17y) | 75% or more |
| Michael Thomas Simpson | Member | CFP | Mar 2014 (12y) | 5% – 10% |
| Carlin, Terri, Phillips | Member | Jan 2017 (10y) | 10% – 25% | |
| Tyler James Morrow | Member | CFP | Aug 2018 (8y) | 5% – 10% |
| Mc Murray, Tyler, Jerone | Member/Chief Compliance Officer | Jan 2021 (6y) | 5% – 10% | |
| Joseph Bryan Mccameron | Registered representative | Mar 2018 (8y) | ||
| Nicholas Winford Hughes | Registered representative | CFP | Jan 2019 (8y) | |
| Jeremy M Long | Registered representative | Feb 2021 (6y) | ||
| David T Worley | Registered representative | Jul 2021 (5y) | ||
| Madison Kent Holbrook | Registered representative | CFP | Jan 2023 (4y) | |
| Timothy Joseph Mcintosh | Registered representative | Apr 2023 (3y) | ||
| Tyler Fedrick | Registered representative | CFP | Apr 2024 (2y) | |
| Charles Jesse Loveday | Registered representative | Jan 2025 (2y) | ||
| Luke Jefferson Powers | Registered representative | CFP | Aug 2025 (1y) | |
| James Nathan Kraeske | Registered representative | Aug 2025 (1y) | ||
| Katherine Ann Stellflue | Registered representative | CFP | Mar 2026 (0y) | |
| Rebecca Elisabeth Brown | Registered representative | CFP | May 2026 (0y) | |
| Clinton Michael Biggs | Registered representative | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Rally For Retirement 401(k) Plan | Great Salons Of Knoxville, Inc. | 369 | $2.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/11/2026 | 984 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • % OF PLAN ASSETS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $320M (81% of AUM) Jul 2026
- LPL Financial $38.1M (10% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗