# VISION FINANCIAL MANAGEMENT, LLC

VISION FINANCIAL MANAGEMENT, LLC of CUYAHOGA FALLS, OH is an SEC-registered investment adviser.

## Registration

- CRD: 170003
- Type: SEC-registered investment adviser
- SEC file number: 801-133721
- Location: 122 BROAD BLVD., CUYAHOGA FALLS, OH, 44221
- Phone: 330-929-9900
- Latest filing: 2026-01-08
- Regulatory AUM: $165.7M
- Discretionary AUM: $165.7M
- Clients: 5
- Accounts: 747

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Robert Stagg Winston | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170003/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170003/similar
- Related entities: https://search.stillhousedata.com/firm/170003/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170003

---

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.