# VISION FINANCIAL CONCEPTS

VISION FINANCIAL CONCEPTS of ATHENS, GA is an SEC-registered investment adviser.

## Registration

- CRD: 124611
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124611/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124611/similar
- Related entities: https://search.stillhousedata.com/firm/124611/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124611

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.