VISION FINANCIAL CONCEPTS

VISION FINANCIAL CONCEPTS of ATHENS, GA is an SEC-registered investment adviser (CRD 124611). Regulatory assets under management: $5.9M.

Registration

• CRD: 124611
• Type: Registered investment adviser
• Location: 855 SUNSET DR, ATHENS, GA, 30606
• Phone: 706-613-2474
• Latest filing: 2026-03-11
• Regulatory AUM: $5.9M
• Discretionary AUM: $1.8M
• Non-discretionary AUM: $4.1M
• Clients: 1
• Accounts: 72

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124611 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search