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VISION INVESTMENT ADVISORS, LLC

STAMFORD, CT · CRD 109621 · IAPD ↗ · advicewithvision.com · 203-388-2700

$137.4MRegulatory AUM
4Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
26States
15Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
June 2026 — VISION INVESTMENT ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 2 (13 -> 15).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
50
May 2025 — VISION INVESTMENT ADVISORS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.