DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Visionary Horizons, LLC
Latest filing Jul 24, 2026
First filing on the tape Jun 2, 2014 · 54 filings
SEC status approved since Jun 24, 2014
RAUM
$397M
reported, Item 5.F
Discretionary
93%
of RAUM
Private clients
93%
$369M individuals and HNW
Advisors
16
registered through the firm on IAPD
RAUM per advisor
$24.8M
derived; firm RAUM over IAPD count
Employees
12
12 advisory (5.B.1)
Offices
8
beyond the principal office
Private funds
0
reported on Schedule D
History
54 filings and snapshots on the tape
RAUM$397M as of Jul 24, 2026
Mar 11, 2015$108M then
HNW client RAUM$210M as of Jul 24, 2026
Feb 22, 2018$52.7M then
State-registered IARs (5.B.3)12 as of Jul 24, 2026
Mar 11, 20157 then
Employees (5.A)12 as of Jul 24, 2026
Mar 11, 20159 then
Private funds: no history
RAUM +36% over the last fiscal year+31% a year over threeIARs 13 to 12offices 6 to 8
Practice profile
derived from the filing of Jul 24, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $24.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 42derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.1MderivedHNW RAUM over HNW clients
- Average account
- $99,450derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 93%derivedof RAUM
- Institutional
- 6.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.8derivedItem 5.A over advisors
- Advisors per office
- 1.8derived9 offices incl. principal (1.F.5)
- RAUM growth, one year
- +36%derivedbetween the last two annual amendments
- Advisor growth, one year
- -7.7%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +20%derived
- Compensation
- percentage of assets, hourly, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
- Custody
- $108M, 451 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$210M53%
- Individuals$159M40%
- Pension and profit-sharing plans$26.2M6.6%
- Charitable organizations$1.0M0.3%
- Individual clients
- 568reported
- HNW clients
- 98reported
- Pension plan clients
- 42reported
- Charitable clients
- 1reported
- Accounts
- 3,989reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $108M for 451 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.93 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=4.0derived
Advisors registered through the firm
16 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Roger Edward KigerCertified Financial Planner | Knoxville, Tn | Sep 10, 2009 | 29 y | 2 |
| Michael Thomas SimpsonCertified Financial Planner | Knoxville, Tn | Mar 18, 2014 | 17 y | 2 |
| Joseph Bryan Mccameron | Knoxville, Tn | Mar 7, 2018 | 12 y | 0 |
| Tyler James MorrowCertified Financial Planner | Knoxville, Tn | Aug 24, 2018 | 11 y | 0 |
| Nicholas Winford HughesCertified Financial Planner | Chattanooga, Tn | Jan 23, 2019 | 18 y | 4 |
| Jeremy M Long | Knoxville, Tn | Feb 9, 2021 | 12 y | 1 |
| David T Worley | Somerset, Ky | Jul 20, 2021 | 15 y | 0 |
| Madison Kent HolbrookCertified Financial Planner | Knoxville, Tn | Jan 5, 2023 | 22 y | 1 |
| Timothy Joseph Mcintosh | Tampa, Fl | Apr 13, 2023 | 30 y | 3 |
| Tyler FedrickCertified Financial Planner | Knoxville, Tn | Apr 1, 2024 | 10 y | 2 |
| Charles Jesse Loveday | Knoxville, Tn | Jan 3, 2025 | 10 y | 1 |
| Luke Jefferson PowersCertified Financial Planner | Knoxville, Tn | Aug 1, 2025 | 11 y | 2 |
| James Nathan Kraeske | Knoxville, Tn | Aug 4, 2025 | 23 y | 2 |
| Katherine Ann StellflueCertified Financial Planner | Knoxville, Tn | Mar 17, 2026 | 17 y | 7 |
| Rebecca Elisabeth BrownCertified Financial Planner | Brooklyn, Ny | May 15, 2026 | 26 y | 1 |
| Clinton Michael Biggs | Knoxville, Tn | Jun 26, 2026 | 11 y | 3 |
Advisor movement
0 left, 3 joined in 12 months
net +3 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Michael John Meilleur to Alphastar Capital ManagementSep 8, 2025 · RIA to RIA
- B Lynn Crews-Brooks to Wells Fargo AdvisorsJun 8, 2023 · RIA to wirehouse
- Monica Reeves Head to Cw Securities, LLCApr 2, 2018 · RIA to RIA
- William R Harmon to Cetera Advisors LLCNov 28, 2016 · Other
- Philip Brian Dortch to Aspire Private Wealth Counsel, LLCJun 10, 2016 · Other
Joined, latest
- Clinton Michael Biggs from Cambridge Investment Research Advisors, Inc.Jun 26, 2026 · Affiliated broker-dealer or bank to independent RIA
- Rebecca Elisabeth Brown from Third Eye Associates, LtdMay 15, 2026 · Other
- Katherine Ann Stellflue from LPL Financial LLCMar 17, 2026 · Affiliated broker-dealer or bank to independent RIA
- James Nathan Kraeske from Brogan FinancialAug 4, 2025 · RIA to RIA
- Luke Jefferson Powers from Sagespring Wealth PartnersAug 1, 2025 · RIA to RIA
- Charles Jesse Loveday from Tvamp, LLCJan 3, 2025 · RIA to RIA
- Michael John Meilleur from Gradient Advisors, LLCJun 21, 2024 · RIA to RIA
- Tyler Fedrick from Primerica AdvisorsApr 1, 2024 · Affiliated broker-dealer or bank to independent RIA
- Timothy Joseph Mcintosh from Pvg Asset Management CorpApr 13, 2023 · RIA to RIA
- Madison Kent Holbrook from Tvamp, LLCJan 5, 2023 · RIA to RIA
- B Lynn Crews-Brooks from Edward JonesFeb 6, 2022 · Affiliated broker-dealer or bank to independent RIA
- Jeremy M Long from Truist Advisory Services, Inc.Feb 9, 2021 · Affiliated broker-dealer or bank to independent RIA
- Nicholas Winford Hughes from Innovative Advisory Partners, LLCJan 23, 2019 · RIA to RIA
- Monica Reeves Head from Cw Securities, LLCApr 4, 2017 · Other
- William R Harmon from J.P. Morgan Securities LLCMar 10, 2016 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Edward Roger Kiger · Managing Membercontrolsince 08/2009 · owns 75% or more
- Jerone Tyler Mcmurray · Member/Chief Compliance Officercontrolsince 01/2021 · owns 5% to 10%
- Phillips Terri Carlin · Membersince 01/2017 · owns 10% to 25%
- James Tyler Morrow · Membersince 01/2021 · owns 5% to 10%
- Thomas Michael Simpson · Membersince 01/2017 · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Knoxville, Tn · principal | 16 | 3 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Asheville, NC1 employees
- Brentwood, TN1 employees
- Chattanooga, TN1 employees
- Harriman, TN1 employees
- Somerset, KY1 employees
- Tampa, FL1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 25 %Change between filings · filing Mar 19, 2026RAUM (Item 5.F) moved from $291,415,668 to $396,706,692 (+36.0%) between the annual amendments of 2025-03-17 and 2026-03-19; the peer median change was +15.0% (4551 comparable advisers, 91.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,551) · 91% percentile
What changed
consecutive filings, newest first
- Other offices · 7 to 8Mar 19, 2026 to May 11, 2026
- Other offices · 6 to 7Feb 10, 2026 to Mar 19, 2026
- Accounts · 3,229 to 3,989Oct 2, 2025 to Feb 10, 2026
- Advisory employees · 13 to 12Oct 2, 2025 to Feb 10, 2026
- Charity clients · 2 to 1Oct 2, 2025 to Feb 10, 2026
- Corporate clients · 1 to 0Oct 2, 2025 to Feb 10, 2026
- HNW clients · 71 to 98Oct 2, 2025 to Feb 10, 2026
- Individual clients · 483 to 568Oct 2, 2025 to Feb 10, 2026
- Pension plan clients · 20 to 42Oct 2, 2025 to Feb 10, 2026
- Assets in custody · $45.0M to $108MOct 2, 2025 to Feb 10, 2026
- Employees · 17 to 12Oct 2, 2025 to Feb 10, 2026
- State-registered IARs · 13 to 12Oct 2, 2025 to Feb 10, 2026
- Other offices · 7 to 6Oct 2, 2025 to Feb 10, 2026
- Discretionary RAUM · $291M to $371MOct 2, 2025 to Feb 10, 2026
- HNW RAUM · $158M to $210MOct 2, 2025 to Feb 10, 2026
- Individual RAUM · $128M to $159MOct 2, 2025 to Feb 10, 2026
- Non-discretionary RAUM · $0 to $25.8MOct 2, 2025 to Feb 10, 2026
- Pension RAUM · $4.6M to $26.2MOct 2, 2025 to Feb 10, 2026
- RAUM · $291M to $397MOct 2, 2025 to Feb 10, 2026
- Financial planning clients · 1-10 to 1-10Jun 2, 2025 to Jul 31, 2025
- Other offices · 6 to 7Jun 2, 2025 to Jul 31, 2025
- Accounts · 1,259 to 3,229Nov 27, 2024 to Mar 17, 2025
- Advisory employees · 9 to 13Nov 27, 2024 to Mar 17, 2025
- BD registered reps · 2 to 4Nov 27, 2024 to Mar 17, 2025
- Charity clients · 1 to 2Nov 27, 2024 to Mar 17, 2025
- HNW clients · 60 to 71Nov 27, 2024 to Mar 17, 2025
- Individual clients · 451 to 483Nov 27, 2024 to Mar 17, 2025
- Pension plan clients · 1 to 20Nov 27, 2024 to Mar 17, 2025
- Assets in custody · unset to 44980940.0Nov 27, 2024 to Mar 17, 2025
- Custody of client assets · false to trueNov 27, 2024 to Mar 17, 2025
- Employees · 11 to 17Nov 27, 2024 to Mar 17, 2025
- Financial planning clients · 11-25 to 1-10Nov 27, 2024 to Mar 17, 2025
- State-registered IARs · 11 to 13Nov 27, 2024 to Mar 17, 2025
- Discretionary RAUM · $243M to $291MNov 27, 2024 to Mar 17, 2025
- HNW RAUM · $135M to $158MNov 27, 2024 to Mar 17, 2025
- Individual RAUM · $116M to $128MNov 27, 2024 to Mar 17, 2025
- Non-discretionary RAUM · $9.9M to $0Nov 27, 2024 to Mar 17, 2025
- Pension RAUM · $343,824 to $4.6MNov 27, 2024 to Mar 17, 2025
- RAUM · $253M to $291MNov 27, 2024 to Mar 17, 2025
- Other offices · 5 to 6Nov 19, 2024 to Nov 27, 2024
Signals
5 dated events
- Visionary Horizons, Llc reported RAUM $396.7M, up 36% from $291.4M (2025-10-02 to 2026-02-10)Feb 10, 2026 · RAUM change · derived
- Michael John Meilleur left Visionary Horizons, Llc for Alphastar Capital Management (registered 2025-09-22)Sep 8, 2025 · Advisor changed firm · fact
- B Lynn Crews-Brooks left Visionary Horizons, Llc for Wells Fargo Advisors (registered 2023-04-06)Jun 8, 2023 · Advisor changed firm · fact
- Jerone Tyler Mcmurray (Member/Chief Compliance Officer) appeared on Schedule A of Visionary Horizons, LlcFeb 18, 2022 · Control person joined · fact
- Visionary Horizons, Llc filed its initial SEC registration (Form ADV)Jun 2, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@visionaryhorizons.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 202-281-4618reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 210-201-2102reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 270-359-8840reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/visionary-horizons-wealth-managementreportedpublic record, Form ADV, Sep 17, 2026
- Website
- VISIONARYHORIZONS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 865-675-8496reportedpublic record, Form ADV, Jul 24, 2026
- Contact form
- visionaryhorizons.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- visionaryhorizons.com/meet-the-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $24.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026