Vision Asset Management Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Cloudfit Software Llc 401(k) Profit Sharing Plan Cloudfit Software Llc | 2024 | |
| The Pool And Spa Depot Llc 401(k) Plan The Pool And Spa Depot Llc | 2024 | |
| Codescience Inc. 401(k) Plan Codescience Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Peter Franca | Registered representative | Aug 2012 (14y) | ||
| Alvin Kenneth Smith | Registered representative | Jan 2015 (12y) | ||
| Christopher Landon Jones | Registered representative | Jan 2024 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Cloudfit Software Llc 401(k) Profit Sharing Plan | Cloudfit Software Llc | 189 | $10.7M | 01/01/2024 |
| The Pool And Spa Depot Llc 401(k) Plan | The Pool And Spa Depot Llc | 130 | $2.4M | 01/01/2024 |
| Codescience Inc. 401(k) Plan | Codescience Inc. | 2 | $843K | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 20, 2026.
View current Form ADV (SEC/IAPD) ↗