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CRD 312082
CLAYTON, MO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CHRISTOPHER BRENT WILLIAMS | n/a | CLAYTON, MO | 5 | 26 | 3 | no |
| BRIAN THOMAS LANDZAAT | n/a | CLAYTON, MO | 5 | 20 | n/a | no |
| LINCOLN ANDREW SORENSEN | n/a | CLAYTON, MO | 5 | 12 | n/a | no |
| Zachary Thomas | n/a | CLAYTON, MO | 0 | 10 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| VISTA HOLDING CO | Other Private Fund | $1.0M | Oct 31, 2024 | 9 | Sep 6, 2022 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| LANDZAAT, BRIAN, THOMAS | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | yes | 03/2021 | Jan 29, 2021 | Oct 31, 2024 |
| SORENSEN, LINCOLN, ANDREW | MANAGING MEMBER | A | yes | 03/2021 | Mar 1, 2021 | Oct 31, 2024 |
| WILLIAMS, CHRISTOPHER, BRENT | MANAGING MEMBER | D | yes | 03/2021 | Jan 29, 2021 | Oct 31, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| VISTA INSURANCE GROUP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| VISTA NATIONAL BANK AND TRUST | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $320M | $305M | 5 | 4 | 0 | 1 | n/a |
| 2024 | Mar 27, 2025 | $274M | $269M | 8 | 5 | 0 | 1 | n/a |
| 2023 | Mar 26, 2024 | $210M | $204M | 7 | 4 | 0 | 1 | $150,000 |
| 2022 | Mar 27, 2023 | $157M | $148M | 4 | 3 | 0 | 1 | $150,000 |
| 2021 | Mar 22, 2022 | $196M | $170M | 3 | 3 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $320M | $274M | 16.9% | $157M | 26.7% | 5 | 8 | 0 | 0 |