VISION INVESTMENT ADVISORS, LLC
CRD #109621 SEC #801-57975 STAMFORD, CT 203-388-2700
SEC Registered Broker-Dealer Disclosures
Total AUM
$117.9M
Discretionary
$108.6M
Employees
7
Clients
0
Accounts
98
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $117.9M | $108.6M | $9.3M | 7 | 0 |
| Mar 2025 | $117.9M | $108.6M | $9.3M | 7 | 0 |
| Dec 2024 | $106.4M | $103.7M | $2.7M | 7 | 0 |
| Mar 2024 | $106.4M | $103.7M | $2.7M | 7 | 0 |
| Feb 2024 | $106.4M | $103.7M | $2.7M | 7 | 0 |
| Mar 2023 | $91.9M | $88.7M | $3.2M | 11 | 0 |
| Mar 2023 | $91.9M | $88.7M | $3.2M | 11 | 0 |
| Mar 2022 | $100.5M | $94.2M | $6.3M | 13 | 0 |
| Mar 2021 | $86.2M | $81.1M | $5.1M | 13 | 0 |
| Dec 2020 | $84.5M | $80.9M | $3.6M | 19 | 0 |
| Jun 2020 | $84.5M | $80.9M | $3.6M | 19 | 0 |
| May 2020 | $84.5M | $80.9M | $3.6M | 19 | 0 |
| Mar 2020 | $84.5M | $80.9M | $3.6M | 19 | 0 |
| Oct 2019 | $71.4M | $71.4M | $0 | 19 | 0 |
| Aug 2019 | $71.4M | $71.4M | $0 | 19 | 0 |
| Aug 2019 | $71.4M | $71.4M | $0 | 19 | 0 |
| Jul 2019 | $71.4M | $71.4M | $0 | 19 | 0 |
| Jul 2019 | $71.4M | $71.4M | $0 | 19 | 0 |
| Jul 2019 | $71.4M | $71.4M | $0 | 19 | 0 |
| Jun 2019 | $71.4M | $71.4M | $0 | 19 | 0 |
| Mar 2019 | $71.4M | $71.4M | $0 | 19 | 0 |
| Feb 2019 | $72.7M | $72.7M | $0 | 18 | 0 |
| Jan 2019 | $72.7M | $72.7M | $0 | 18 | 0 |
| Dec 2018 | $72.7M | $72.7M | $0 | 18 | 0 |
| Oct 2018 | $72.7M | $72.7M | $0 | 18 | 0 |
| Sep 2018 | $72.7M | $72.7M | $0 | 18 | 0 |
| Jun 2018 | $72.7M | $72.7M | $0 | 18 | 0 |
| Mar 2018 | $72.7M | $72.7M | $0 | 18 | 0 |
| Aug 2017 | $68.3M | $68.3M | $0 | 15 | 200 |
| Mar 2017 | $68.3M | $68.3M | $0 | 15 | 200 |
| Dec 2016 | $61.2M | $61.2M | $0 | 20 | 110 |
| Nov 2016 | $61.2M | $61.2M | $0 | 20 | 110 |
| Sep 2016 | $61.2M | $61.2M | $0 | 20 | 110 |
| Aug 2016 | $61.2M | $61.2M | $0 | 20 | 110 |
| Aug 2016 | $61.2M | $61.2M | $0 | 20 | 110 |
| Mar 2016 | $61.2M | $61.2M | $0 | 20 | 110 |
| Feb 2016 | $61.2M | $61.2M | $0 | 20 | 110 |
| Feb 2016 | $61.2M | $61.2M | $0 | 20 | 110 |
| Feb 2016 | $62.8M | $62.8M | $0 | 20 | 143 |
| Nov 2015 | $62.8M | $62.8M | $0 | 20 | 143 |
| Oct 2015 | $62.8M | $62.8M | $0 | 20 | 143 |
| Oct 2015 | $62.8M | $62.8M | $0 | 20 | 143 |
| Oct 2015 | $62.8M | $62.8M | $0 | 20 | 143 |
| Sep 2015 | $62.8M | $62.8M | $0 | 20 | 143 |
| Sep 2015 | $62.8M | $62.8M | $0 | 20 | 143 |
| Jul 2015 | $62.8M | $62.8M | $0 | 20 | 143 |
| Jun 2015 | $62.8M | $62.8M | $0 | 20 | 143 |
| Jun 2015 | $62.8M | $62.8M | $0 | 20 | 143 |
| May 2015 | $62.8M | $62.8M | $0 | 20 | 143 |
| Apr 2015 | $62.8M | $62.8M | $0 | 20 | 143 |
| Apr 2015 | $62.8M | $62.8M | $0 | 20 | 143 |
| Mar 2015 | $62.8M | $62.8M | $0 | 20 | 143 |
| Mar 2015 | $62.8M | $62.8M | $0 | 20 | 143 |
| Mar 2015 | $62.8M | $62.8M | $0 | 20 | 143 |
| Feb 2015 | $62.8M | $62.8M | $0 | 20 | 143 |
| Jul 2014 | $424.2M | $424.2M | $0 | 5 | 156 |
| Jun 2014 | $424.2M | $424.2M | $0 | 5 | 156 |
| Mar 2014 | $424.2M | $424.2M | $0 | 5 | 156 |
| Jan 2014 | $614.4M | $614.4M | $0 | 5 | 124 |
| Mar 2013 | $614.4M | $614.4M | $0 | 5 | 124 |
| Mar 2012 | $416.6M | $416.6M | $0 | 1 | 127 |
| Jul 2011 | $416.7M | $416.7M | $0 | 5 | -- |
| May 2011 | $416.7M | $416.7M | $0 | 5 | -- |
| May 2011 | $416.7M | $416.7M | $0 | 5 | -- |
| May 2011 | $416.7M | $416.7M | $0 | 5 | -- |
| Mar 2011 | $416.7M | $416.7M | $0 | 5 | -- |
| Jan 2011 | $377M | $377M | $0 | 5 | -- |
| Nov 2010 | $377M | $377M | $0 | 5 | -- |
| Sep 2010 | $377M | $377M | $0 | 5 | -- |
| Apr 2009 | $290.9M | $290.9M | $0 | 5 | -- |
| Feb 2009 | $290.9M | $290.9M | $0 | 5 | -- |
| Mar 2008 | $41.4B | $41.4B | $0 | 5 | -- |
| Mar 2007 | $479.3M | $479.3M | $0 | 5 | -- |
| Jan 2007 | $425.2M | $425.2M | $0 | 5 | -- |
| Jan 2007 | $425.2M | $425.2M | $0 | 5 | -- |
| Jan 2007 | $425.2M | $425.2M | $0 | 5 | -- |
| Mar 2006 | $425.2M | $425.2M | $0 | 5 | -- |
| Mar 2004 | $189.5M | $189.5M | $0 | 5 | -- |
DateApr 2025
Total AUM$117.9M
Discretionary$108.6M
Non-Disc.$9.3M
Employees7
Clients0
DateMar 2025
Total AUM$117.9M
Discretionary$108.6M
Non-Disc.$9.3M
Employees7
Clients0
DateDec 2024
Total AUM$106.4M
Discretionary$103.7M
Non-Disc.$2.7M
Employees7
Clients0
DateMar 2024
Total AUM$106.4M
Discretionary$103.7M
Non-Disc.$2.7M
Employees7
Clients0
DateFeb 2024
Total AUM$106.4M
Discretionary$103.7M
Non-Disc.$2.7M
Employees7
Clients0
DateMar 2023
Total AUM$91.9M
Discretionary$88.7M
Non-Disc.$3.2M
Employees11
Clients0
DateMar 2023
Total AUM$91.9M
Discretionary$88.7M
Non-Disc.$3.2M
Employees11
Clients0
DateMar 2022
Total AUM$100.5M
Discretionary$94.2M
Non-Disc.$6.3M
Employees13
Clients0
DateMar 2021
Total AUM$86.2M
Discretionary$81.1M
Non-Disc.$5.1M
Employees13
Clients0
DateDec 2020
Total AUM$84.5M
Discretionary$80.9M
Non-Disc.$3.6M
Employees19
Clients0
DateJun 2020
Total AUM$84.5M
Discretionary$80.9M
Non-Disc.$3.6M
Employees19
Clients0
DateMay 2020
Total AUM$84.5M
Discretionary$80.9M
Non-Disc.$3.6M
Employees19
Clients0
DateMar 2020
Total AUM$84.5M
Discretionary$80.9M
Non-Disc.$3.6M
Employees19
Clients0
DateOct 2019
Total AUM$71.4M
Discretionary$71.4M
Non-Disc.$0
Employees19
Clients0
DateAug 2019
Total AUM$71.4M
Discretionary$71.4M
Non-Disc.$0
Employees19
Clients0
DateAug 2019
Total AUM$71.4M
Discretionary$71.4M
Non-Disc.$0
Employees19
Clients0
DateJul 2019
Total AUM$71.4M
Discretionary$71.4M
Non-Disc.$0
Employees19
Clients0
DateJul 2019
Total AUM$71.4M
Discretionary$71.4M
Non-Disc.$0
Employees19
Clients0
DateJul 2019
Total AUM$71.4M
Discretionary$71.4M
Non-Disc.$0
Employees19
Clients0
DateJun 2019
Total AUM$71.4M
Discretionary$71.4M
Non-Disc.$0
Employees19
Clients0
DateMar 2019
Total AUM$71.4M
Discretionary$71.4M
Non-Disc.$0
Employees19
Clients0
DateFeb 2019
Total AUM$72.7M
Discretionary$72.7M
Non-Disc.$0
Employees18
Clients0
DateJan 2019
Total AUM$72.7M
Discretionary$72.7M
Non-Disc.$0
Employees18
Clients0
DateDec 2018
Total AUM$72.7M
Discretionary$72.7M
Non-Disc.$0
Employees18
Clients0
DateOct 2018
Total AUM$72.7M
Discretionary$72.7M
Non-Disc.$0
Employees18
Clients0
DateSep 2018
Total AUM$72.7M
Discretionary$72.7M
Non-Disc.$0
Employees18
Clients0
DateJun 2018
Total AUM$72.7M
Discretionary$72.7M
Non-Disc.$0
Employees18
Clients0
DateMar 2018
Total AUM$72.7M
Discretionary$72.7M
Non-Disc.$0
Employees18
Clients0
DateAug 2017
Total AUM$68.3M
Discretionary$68.3M
Non-Disc.$0
Employees15
Clients200
DateMar 2017
Total AUM$68.3M
Discretionary$68.3M
Non-Disc.$0
Employees15
Clients200
DateDec 2016
Total AUM$61.2M
Discretionary$61.2M
Non-Disc.$0
Employees20
Clients110
DateNov 2016
Total AUM$61.2M
Discretionary$61.2M
Non-Disc.$0
Employees20
Clients110
DateSep 2016
Total AUM$61.2M
Discretionary$61.2M
Non-Disc.$0
Employees20
Clients110
DateAug 2016
Total AUM$61.2M
Discretionary$61.2M
Non-Disc.$0
Employees20
Clients110
DateAug 2016
Total AUM$61.2M
Discretionary$61.2M
Non-Disc.$0
Employees20
Clients110
DateMar 2016
Total AUM$61.2M
Discretionary$61.2M
Non-Disc.$0
Employees20
Clients110
DateFeb 2016
Total AUM$61.2M
Discretionary$61.2M
Non-Disc.$0
Employees20
Clients110
DateFeb 2016
Total AUM$61.2M
Discretionary$61.2M
Non-Disc.$0
Employees20
Clients110
DateFeb 2016
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees20
Clients143
DateNov 2015
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees20
Clients143
DateOct 2015
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees20
Clients143
DateOct 2015
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees20
Clients143
DateOct 2015
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees20
Clients143
DateSep 2015
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees20
Clients143
DateSep 2015
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees20
Clients143
DateJul 2015
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees20
Clients143
DateJun 2015
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees20
Clients143
DateJun 2015
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees20
Clients143
DateMay 2015
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees20
Clients143
DateApr 2015
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees20
Clients143
DateApr 2015
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees20
Clients143
DateMar 2015
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees20
Clients143
DateMar 2015
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees20
Clients143
DateMar 2015
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees20
Clients143
DateFeb 2015
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees20
Clients143
DateJul 2014
Total AUM$424.2M
Discretionary$424.2M
Non-Disc.$0
Employees5
Clients156
DateJun 2014
Total AUM$424.2M
Discretionary$424.2M
Non-Disc.$0
Employees5
Clients156
DateMar 2014
Total AUM$424.2M
Discretionary$424.2M
Non-Disc.$0
Employees5
Clients156
DateJan 2014
Total AUM$614.4M
Discretionary$614.4M
Non-Disc.$0
Employees5
Clients124
DateMar 2013
Total AUM$614.4M
Discretionary$614.4M
Non-Disc.$0
Employees5
Clients124
DateMar 2012
Total AUM$416.6M
Discretionary$416.6M
Non-Disc.$0
Employees1
Clients127
DateJul 2011
Total AUM$416.7M
Discretionary$416.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$416.7M
Discretionary$416.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$416.7M
Discretionary$416.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$416.7M
Discretionary$416.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$416.7M
Discretionary$416.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$377M
Discretionary$377M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$377M
Discretionary$377M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$377M
Discretionary$377M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$290.9M
Discretionary$290.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$290.9M
Discretionary$290.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$41.4B
Discretionary$41.4B
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$479.3M
Discretionary$479.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$425.2M
Discretionary$425.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$425.2M
Discretionary$425.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$425.2M
Discretionary$425.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$425.2M
Discretionary$425.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$189.5M
Discretionary$189.5M
Non-Disc.$0
Employees5
Clients--