Vistafront Partners Inc logo

Vistafront Partners Inc

Updated today

Client AUM

$642,000

Clients

24

Advisors

2

across 2 offices

About

VistaFront Partners provides discretionary portfolio management primarily for individual clients, along with services for trusts and business owners, managing roughly $650,000 across 24 client accounts. The firm manages portfolios on a fully discretionary basis and does not accept non‑discretionary clients.

The adviser uses a combination of fundamental and technical analysis and generally adheres to a long‑term buy‑and‑hold approach, investing in individual stocks and bonds, mutual funds, ETFs and REITs and rebalancing as needed. Clients sign an Investment Advisory Agreement granting discretionary authority, and the firm also uses a third‑party platform to review and manage held‑away defined contribution accounts without taking custody.

Compared with peers, VistaFront is notable for its modest asset base and small client roster and does not serve high‑net‑worth individuals, a somewhat uncommon client profile for supported firms. The firm directs all client accounts to a single custodian (Charles Schwab), does not use performance‑based or wrap fee arrangements, and its principals maintain external roles in academia and nonprofit boards while operating under a formal code of ethics.

Client services

Portfolio management

Expertise

ESG / Sustainable investing Real estate investing

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Fee options

Percentage

$0 - $50,000: 1.25% $50,001 - $250,000: 1.10% $250,001 - $500,000: 1.00% $500,001+: 0.80%

Main office

See office

682 Teton Trail

Frankfort KY 40601

Advisors at this office

1

Most active in

Kentucky · Virginia

Also doing business as

Vistafront Partners Inc · Wealthfront Partners Inc

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Gary S

Series 65

Frankfort, KY

Vistafront Partners Inc

Gary Stratton is a financial advisor with Vistafront Partners Inc in Frankfort, KY, holding a Series 65 credential and five years of industry experience. He has an extensive academic background, serving as an Associate Professor of Economics and Finance at Kentucky State University since 2017, following over two decades at The University of Virginia's College at Wise. Outside of advising, he is involved with several community and philanthropic ventures, including roles as a consultant and registered agent for nonprofit initiatives supporting historically Black colleges and local business development. Vistafront Partners provides discretionary portfolio management primarily for individual clients, trusts, and business owners. The firm employs a combination of fundamental and technical analysis with a long-term buy-and-hold investment approach across stocks, bonds, mutual funds, ETFs, and REITs, managing around $650,000 across 24 client accounts.

ESG / Sustainable investing Real estate investing
user avatar

John S

Series 63, Series 65, Series 66

Richlands, VA

Vistafront Partners Inc

John Schweingrouber is a financial advisor at VistaFront Partners Inc with 10 years of industry experience. He holds Series 63, 65, and 66 designations. Prior to joining VistaFront Partners in 2019, he worked at Virginia Financial Innovation Corporation and has also been self-employed since 2004. Outside of advising, he writes and attempts to sell novels online. VistaFront Partners provides discretionary portfolio management primarily for individual clients, trusts, and business owners. The firm uses a combination of fundamental and technical analysis, generally following a long-term buy-and-hold strategy across various asset types, managing a modest asset base with a small client roster.

ESG / Sustainable investing Real estate investing
View complete list of advisors at this firm
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