Visionary Wealth Advisors, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 169610
· SEC file 801-78788
· St. Louis, MO
· WWW.FACEBOOK.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $3.5B
- Discretionary
- $3.5B
- Clients
- 4,262
- Avg AUM / client
- $830K
- Accounts
- 11,041
- Employees
- 74
AUM over time
$0
$3.5B
Mar 26, 2014
Mar 31, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3,288 | $904M | 25.6% |
| High net worth individuals | 898 | $2.5B | 71.4% |
| Corporations and other businesses | 76 | $109M | 3.08% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Signature Medical Group, Inc. 401(k) Profit Sharing Plan Signature Medical Group, Inc. | 2024 | |
| Paramount Bank 401(k) Plan Paramount Bank | 2024 | |
| Biotab Llc 401(k) Profit Sharing Plan & Trust Biotab Llc | 2024 |
People (49)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brett Gerald Gilliland | Chief Executive Officer | Mar 2014 (12y) | ≈ 18.75% – 50% via Gilliland Hammett Capital Management, Llc | |
| Timothy Gerard Hammett | President | CFP | Mar 2014 (12y) | ≈ 37.5% – 75% via Gilliland Hammett Capital Management, Llc |
| Barke, Ryan, Thomas | Chief Compliance Officer | Jul 2018 (8y) | Less than 5% | |
| Jason Robert Baldus | Registered representative | CFP | Apr 2014 (12y) | |
| Scott Andrew Vieregge | Registered representative | Apr 2014 (12y) | ||
| Daniel Ward Clinard | Registered representative | CFP | May 2014 (12y) | |
| Joseph L Reiniger | Registered representative | Jun 2014 (12y) | ||
| Ronald Gene Jones | Registered representative | Jul 2014 (12y) | ||
| Bradley Alan Keene | Registered representative | CFP | Aug 2014 (12y) | |
| Daniel Lynn Browne | Registered representative | Aug 2014 (12y) | ||
| Gregory Lynn Mullican | Registered representative | CFP | Jan 2015 (12y) | |
| David A Sink | Registered representative | Feb 2015 (11y) | ||
| Daniel William Laure | Registered representative | Mar 2015 (11y) | ||
| Selden Kent Martin | Registered representative | Oct 2015 (11y) | ||
| Sheldon Jay Harber | Registered representative | CFP | Jul 2016 (10y) | |
| Taylor Scott Knight | Registered representative | Aug 2017 (9y) | ||
| Roger Paul Lewis | Registered representative | Jun 2018 (8y) | ||
| Drew Robert Geldbach | Registered representative | Oct 2018 (8y) | ||
| Steven Michael Elefson | Registered representative | Jan 2019 (8y) | ||
| Geoff Colby Reed | Registered representative | Mar 2019 (7y) | ||
| William F. Lauber | Registered representative | Mar 2019 (7y) | ||
| William George Lauber | Registered representative | Apr 2019 (7y) | ||
| Nicholas E. Fenton | Registered representative | Apr 2019 (7y) | ||
| Katrina Angelique Martin | Registered representative | CFP CFA | Oct 2019 (7y) | |
| Christopher Wayne Ferguson | Registered representative | Mar 2020 (6y) | ||
| Christopher Edward Basch | Registered representative | Mar 2020 (6y) | ||
| Giacomo Mannino | Registered representative | Mar 2020 (6y) | ||
| Clark Stevens Gay | Registered representative | CFP | Mar 2020 (6y) | |
| Matthew Joseph Fairbairn | Registered representative | CFP | Aug 2020 (6y) | |
| Ted Patrick Mcnulty | Registered representative | CFP | Aug 2020 (6y) | |
| Andrew G Mullican | Registered representative | Aug 2020 (6y) | ||
| Kent Thomas Kobernus | Registered representative | CFP | Dec 2021 (5y) | |
| Elizabeth Frances Connelly | Registered representative | Dec 2021 (5y) | ||
| Timothy Flanagan | Registered representative | CFP | Feb 2022 (4y) | |
| Nicholas John Miskov | Registered representative | Apr 2022 (4y) | ||
| Timothy Ford Hanser | Registered representative | Jan 2023 (4y) | ||
| Mitchell S Ellebrecht | Registered representative | Jun 2023 (3y) | ||
| Anthony Hill | Registered representative | Jun 2023 (3y) | ||
| Katie Ann Lorberg | Registered representative | CFP | Sep 2023 (3y) | |
| John S Martin | Registered representative | May 2024 (2y) | ||
| Adam Joseph Basler | Registered representative | CFP | Aug 2024 (2y) | |
| Stacy Sloas Flanagin | Registered representative | CFP | Jun 2025 (1y) | |
| Tyler Mark Dumey | Registered representative | CFP | Jul 2025 (1y) | |
| Nicholas R Fiala | Registered representative | Sep 2025 (1y) | ||
| Bryce J Beck | Registered representative | Sep 2025 (1y) | ||
| Ryan Loye Young | Registered representative | CFP | Nov 2025 (1y) | |
| Andrew Jason Flick | Registered representative | Jan 2026 (1y) | ||
| John Robert Kinkead | Registered representative | Jan 2026 (1y) | ||
| Carter Kenneth Hayes | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gilliland Hammett Capital Management, Llc | Managing Member | Mar 2014 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brett Gerald Gilliland: 25% – 50% of Gilliland Hammett Capital Management, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Timothy Gerard Hammett: 50% – 75% of Gilliland Hammett Capital Management, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
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 (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Signature Medical Group, Inc. 401(k) Profit Sharing Plan | Signature Medical Group, Inc. | 313 | $115M | 01/01/2024 |
| Paramount Bank 401(k) Plan | Paramount Bank | 51 | $7.2M | 01/01/2024 |
| Biotab Llc 401(k) Profit Sharing Plan & Trust | Biotab Llc | 172 | $9.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1010 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.4B (40% of AUM) Mar 2026
- Raymond James $210M (6% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗