AUMdb

Vision Research, Llc

State-registered Investment Adviser CRD 160626 · · WWW.VISIONRO.COM
☆ Save with Pro ADV data as of Mar 25, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
4

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Robert Charles Prather Registered representative CFA Mar 2012 (14y)
Andrew Joseph Miller Registered representative CFA Jun 2015 (11y)
Arpit Sogani Registered representative Mar 2018 (8y)

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.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/25/2026 1.06 MB 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

  • Subscription fees
  • Other fees
  • BROKER VOTE/SOFT DOLLARS

Services

  • Publication of periodicals or newsletters
  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.

View current Form ADV (SEC/IAPD) ↗