Venture Visionary Partners Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 304237
· SEC file 801-116835
· Sylvania, OH
· www.facebook.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $5.2B
- Discretionary
- $5.2B
- Clients
- 2,810
- Avg AUM / client
- $1.9M
- Accounts
- 6,711
- Employees
- 46
AUM over time
$0
$5.2B
May 2019
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,827 | $582M | 11.1% |
| High net worth individuals | 833 | $3.7B | 70.0% |
| Pension and profit sharing plans | 10 | $12.4M | 0.24% |
| Charitable organizations | 65 | $419M | 7.99% |
| Corporations and other businesses | 75 | $559M | 10.7% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (31)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Craig Douglas Findley | Chairman, Chief Executive, Owner | May 2019 (7y) | 75% or more | |
| Melissa Jo Estrich | Chief Administrative Officer | Jun 2019 (7y) | Less than 5% | |
| Robert William Retzloff | Chief Operating Officer, Chief Compliance Officer | Jun 2019 (7y) | Less than 5% | |
| Craig Arnold Warnimont | Chief Investment Officer | CFA | Nov 2020 (6y) | Less than 5% |
| Brian Jay Funkhouser | Registered representative | Jun 2019 (7y) | ||
| John T O'brien | Registered representative | Jun 2019 (7y) | ||
| Paul Melvin Abendroth | Registered representative | Oct 2020 (6y) | ||
| Ryan Nicholas Borucki | Registered representative | CFP | Oct 2020 (6y) | |
| Bradford Guy Dolgin | Registered representative | Nov 2020 (6y) | ||
| James Joseph Porea | Registered representative | Nov 2020 (6y) | ||
| John Daniel Spengler | Registered representative | Nov 2020 (6y) | ||
| Robert Scott Loeb | Registered representative | CFP | Nov 2020 (6y) | |
| Amy Jo Amos | Registered representative | Jan 2021 (6y) | ||
| Jamie Lynn Kaczmarski | Registered representative | Jan 2021 (6y) | ||
| Karyn Ann Keilholz | Registered representative | Jan 2021 (6y) | ||
| Lindsey Marie Rouser | Registered representative | Jan 2021 (6y) | ||
| Travis Norbert Maas | Registered representative | Jan 2021 (6y) | ||
| Griffin Oehlers | Registered representative | Jan 2022 (5y) | ||
| Tamela K Kay Wriker | Registered representative | CFP | Nov 2022 (4y) | |
| Brook Bright | Registered representative | CFP CFA | Feb 2023 (3y) | |
| Kelly Ann Andrews | Registered representative | Feb 2023 (3y) | ||
| Chad D Whipple | Registered representative | CFP Chartered Financial Consultant | May 2023 (3y) | |
| Steven John De Yarman | Registered representative | CFP | May 2025 (1y) | |
| Andrew Louis De Angelis | Registered representative | CFA | Oct 2025 (1y) | |
| Timothy Carroll | Registered representative | Oct 2025 (1y) | ||
| Ian Matheson | Registered representative | Nov 2025 (1y) | ||
| Jordan Harrigan | Registered representative | Mar 2026 (0y) | ||
| Connor Gurt | Registered representative | CFP | Apr 2026 (0y) | |
| Stefan Joseph Contorno | Registered representative | May 2026 (0y) | ||
| Samantha Noel Galindo | Registered representative | May 2026 (0y) | ||
| Shauna Sheree Barrier | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (27)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Luckey Farmers, Inc. 401(k) Plan | Luckey Farmers, Inc. | 136 | $10.4M | 02/01/2024 |
| Prospira America Corporation 401(k) Plan | Prospira America Corporation | 552 | $36.7M | 01/01/2024 |
| Concept Rehab, Inc. 401(k) Plan | Concept Rehab, Inc. | 577 | $31.8M | 01/01/2024 |
| Apt Manufacturing Solutions 401(k) Plan | A&P Tool, Inc. | 72 | $7.9M | 01/01/2024 |
| Archem America, Inc. 401(k) Plan | Archem America, Inc. | 526 | $26.1M | 01/01/2024 |
| Kwest Group, Llc 401(k) Plan | K. West Group, Llc | 289 | $21.5M | 01/01/2024 |
| Aps Medical Billing Savings Plan | Hospital Service Associates Inc. | 385 | $15.2M | 01/01/2024 |
| Principle Business Enterprises, Inc. 401(k) Profit Sharing Plan | Principle Business Enterprises, Inc. | 289 | $25.2M | 01/01/2024 |
| The United Collection Bureau, Inc. Savings Plan And Trust | United Collection Bureau, Inc. And Subsidiaries | 182 | $6.8M | 01/01/2024 |
| Noms 401(k) Profit Sharing Plan | Northern Ohio Medical Specialists, Llc | 1,257 | $117M | 01/01/2024 |
| Swanton Welding & Machining Co., Inc. 401(k) Plan | Swanton Welding And Machining Co., Inc. | 117 | $9.8M | 01/01/2024 |
| Heartland Healthcare Services 401(k) Retirement Plan | Heartland Healthcare Services | 0 | $0 | 01/01/2024 |
| Backyard Farms, Llc 401(k) Plan | Backyard Farms, Llc | 86 | $4.4M | 01/01/2024 |
| Mastronardi Produce Usa 401(k) Plan | Mastronardi Produce Usa Inc. | 2,786 | $17.4M | 01/01/2024 |
| Rowmark, Llc Retirement Plan | Rowmark, Llc | 227 | $20.7M | 01/01/2024 |
| Spartan Chemical Company, Inc. Employees Profit Sharing And 401(k) Plan | Spartan Chemical Company, Inc. | 326 | $63.2M | 01/01/2024 |
| Hylant Group, Inc. 401(k) Plan | Hylant Group, Inc. | 1,026 | $174M | 01/01/2024 |
| Woodsage Llc 401(k) Plan | Woodsage Llc | 116 | $7.6M | 01/01/2024 |
| Walker Miller Energy Services, Llc 401(k) Profit Sharing Plan | Walker Miller Energy Services, Llc | 187 | $6.4M | 01/01/2024 |
| Nofziger Companies 401(k) Retirement Savings Plan | Haas Door Company | 430 | $25.1M | 01/01/2024 |
| Beck Suppliers, Inc. 401(k) Plan | Beck Suppliers, Inc. | 253 | $10.7M | 01/01/2024 |
| Emergency Physicians Of Northwest Ohio, Inc. Profit Sharing Plan | Emergency Physicians Of Northwest Ohio, Inc. | 181 | $53.8M | 01/01/2024 |
| North Atlanta Primary Care 401(k) Plan | North Atlanta Primary Care | 786 | $22.1M | 01/01/2024 |
| Symphony Multiple Employer Plan | Maestro Consulting Services, Llc | 474 | $23.3M | 01/01/2024 |
| Velocity 401(k) Plan | Velocity, A Managed Services Company, Inc. | 489 | $13.0M | 01/01/2024 |
Top 25 of 27 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.11 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
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $5.1B (97% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗