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VISIONARY HORIZONS, LLC

KNOXVILLE, TN · CRD 150483 · IAPD ↗ · 865-675-8496

$396.7MRegulatory AUM
12Advisory reps
12Employees
25Clients
1-10Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — VISIONARY HORIZONS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2026 — VISIONARY HORIZONS, LLC added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2026 — VISIONARY HORIZONS, LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
March 2026 — VISIONARY HORIZONS, LLC reported RAUM up 36% ($291.4M -> $396.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
December 2025 — VISIONARY HORIZONS, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
August 2025 — VISIONARY HORIZONS, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
August 2025 — VISIONARY HORIZONS, LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2025 — VISIONARY HORIZONS, LLC now reports custody of client assets ($45.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
72
April 2025 — VISIONARY HORIZONS, LLC grew from 9 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
28
December 2024 — VISIONARY HORIZONS, LLC changed its website from visionaryhorizons.com to vimeo.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
December 2024 — VISIONARY HORIZONS, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
May 2024 — VISIONARY HORIZONS, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2024 — VISIONARY HORIZONS, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
66
March 2024 — VISIONARY HORIZONS, LLC reported RAUM up 43% ($176.4M -> $252.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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