VISION INVESTMENT ADVISORS, LLC
SEC RegisteredMoney Management and Advisory
About the firm
Vision Investment Advisors, LLC ("Vision Advisors") is a money management and advisory firm headquartered in Stamford, Connecticut. Vision Advisors provides discretionary investment advisory services to help meet the needs of a client's specific investment objectives, goals and risk tolerances. A SEC registered Investment Advisor, Vision Advisors has provided quality service to investors for over ten years.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Discretionary investment advisory services tailored to meet a client's specific investment objectives, goals and risk tolerances, including multiple portfolio programs and option programs.
Who they serve
Investors who do not have the time or expertise to devote the necessary resources to managing their money and who seek professional money management.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 73 | $20M |
| High Net Worth Individuals | 54 | $114M |
| Charitable Organizations | 2 | $2.5M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. VISION INVESTMENT ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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