VISTA INVESTMENT PARTNERS LLC
CRD #286014 SEC #801-108779 OKLAHOMA CITY, OK 405-608-5390
SEC Registered
Total AUM
$541M
Discretionary
$536.8M
Employees
9
Clients
1
Accounts
1,601
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $541M | $536.8M | $4.2M | 9 | 0 |
| Jul 2025 | $541M | $536.8M | $4.2M | 9 | 0 |
| May 2025 | $541M | $536.8M | $4.2M | 9 | 0 |
| Mar 2025 | $541M | $536.8M | $4.2M | 9 | 0 |
| Jan 2025 | $541M | $536.8M | $4.2M | 9 | 0 |
| Oct 2024 | $474.5M | $470.7M | $3.9M | 8 | 0 |
| Sep 2024 | $474.5M | $470.7M | $3.9M | 8 | 0 |
| Sep 2024 | $474.5M | $470.7M | $3.9M | 8 | 0 |
| Aug 2024 | $474.5M | $470.7M | $3.9M | 8 | 0 |
| Apr 2024 | $474.5M | $470.7M | $3.9M | 8 | 0 |
| Mar 2024 | $474.5M | $470.7M | $3.9M | 8 | 0 |
| Feb 2024 | $728.1M | $705.9M | $22.2M | 8 | 0 |
| Feb 2024 | $728.1M | $705.9M | $22.2M | 9 | 0 |
| Nov 2023 | $728.1M | $705.9M | $22.2M | 11 | 0 |
| Jun 2023 | $728.1M | $705.9M | $22.2M | 16 | 0 |
| Mar 2023 | $728.1M | $705.9M | $22.2M | 16 | 0 |
| Feb 2023 | $771.5M | $750.1M | $21.4M | 15 | 0 |
| Apr 2022 | $771.5M | $750.1M | $21.4M | 15 | 0 |
| Mar 2022 | $771.5M | $750.1M | $21.4M | 15 | 0 |
| Mar 2021 | $513.3M | $502.1M | $11.2M | 11 | 0 |
| Jun 2020 | $462M | $447.3M | $14.7M | 10 | 0 |
| Mar 2020 | $462M | $447.3M | $14.7M | 10 | 0 |
| Mar 2019 | $403.5M | $403.5M | $0 | 8 | 0 |
| Mar 2018 | $373.7M | $365.2M | $8.4M | 9 | 0 |
| Jan 2018 | $177.8M | $177.8M | $0 | 9 | 0 |
| May 2017 | $177.8M | $177.8M | $0 | 3 | 0 |
| Mar 2017 | $177.8M | $177.8M | $0 | 3 | 0 |
| Mar 2017 | $177.8M | $177.8M | $0 | 3 | 0 |
| Dec 2016 | $0 | $0 | $0 | 4 | 0 |
| Dec 2016 | $0 | $0 | $0 | 4 | 0 |
DateOct 2025
Total AUM$541M
Discretionary$536.8M
Non-Disc.$4.2M
Employees9
Clients0
DateJul 2025
Total AUM$541M
Discretionary$536.8M
Non-Disc.$4.2M
Employees9
Clients0
DateMay 2025
Total AUM$541M
Discretionary$536.8M
Non-Disc.$4.2M
Employees9
Clients0
DateMar 2025
Total AUM$541M
Discretionary$536.8M
Non-Disc.$4.2M
Employees9
Clients0
DateJan 2025
Total AUM$541M
Discretionary$536.8M
Non-Disc.$4.2M
Employees9
Clients0
DateOct 2024
Total AUM$474.5M
Discretionary$470.7M
Non-Disc.$3.9M
Employees8
Clients0
DateSep 2024
Total AUM$474.5M
Discretionary$470.7M
Non-Disc.$3.9M
Employees8
Clients0
DateSep 2024
Total AUM$474.5M
Discretionary$470.7M
Non-Disc.$3.9M
Employees8
Clients0
DateAug 2024
Total AUM$474.5M
Discretionary$470.7M
Non-Disc.$3.9M
Employees8
Clients0
DateApr 2024
Total AUM$474.5M
Discretionary$470.7M
Non-Disc.$3.9M
Employees8
Clients0
DateMar 2024
Total AUM$474.5M
Discretionary$470.7M
Non-Disc.$3.9M
Employees8
Clients0
DateFeb 2024
Total AUM$728.1M
Discretionary$705.9M
Non-Disc.$22.2M
Employees8
Clients0
DateFeb 2024
Total AUM$728.1M
Discretionary$705.9M
Non-Disc.$22.2M
Employees9
Clients0
DateNov 2023
Total AUM$728.1M
Discretionary$705.9M
Non-Disc.$22.2M
Employees11
Clients0
DateJun 2023
Total AUM$728.1M
Discretionary$705.9M
Non-Disc.$22.2M
Employees16
Clients0
DateMar 2023
Total AUM$728.1M
Discretionary$705.9M
Non-Disc.$22.2M
Employees16
Clients0
DateFeb 2023
Total AUM$771.5M
Discretionary$750.1M
Non-Disc.$21.4M
Employees15
Clients0
DateApr 2022
Total AUM$771.5M
Discretionary$750.1M
Non-Disc.$21.4M
Employees15
Clients0
DateMar 2022
Total AUM$771.5M
Discretionary$750.1M
Non-Disc.$21.4M
Employees15
Clients0
DateMar 2021
Total AUM$513.3M
Discretionary$502.1M
Non-Disc.$11.2M
Employees11
Clients0
DateJun 2020
Total AUM$462M
Discretionary$447.3M
Non-Disc.$14.7M
Employees10
Clients0
DateMar 2020
Total AUM$462M
Discretionary$447.3M
Non-Disc.$14.7M
Employees10
Clients0
DateMar 2019
Total AUM$403.5M
Discretionary$403.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$373.7M
Discretionary$365.2M
Non-Disc.$8.4M
Employees9
Clients0
DateJan 2018
Total AUM$177.8M
Discretionary$177.8M
Non-Disc.$0
Employees9
Clients0
DateMay 2017
Total AUM$177.8M
Discretionary$177.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$177.8M
Discretionary$177.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$177.8M
Discretionary$177.8M
Non-Disc.$0
Employees3
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0