Wealth Manager
    SEC Registered
    Manages Private Funds

    Vision Capital Management Inc

    Registered investment advisor · Portland, Oregon · CRD #107793

    Assets Under Management
    $1.2B
    Client Accounts
    1,800
    Employees
    13
    CRD Number
    107793
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Vision Capital Management Inc

    Vision Capital Management Inc. is a financial advisory firm founded in 1999, offering investment management and financial planning services. It is an independent registered investment advisor with over 1,700 clients and $1 billion in assets under management.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Vision Capital Management Inc

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    Frequently Asked Questions

    What is Vision Capital Management Inc's AUM?

    Vision Capital Management Inc reports approximately $1.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Vision Capital Management Inc headquartered?

    Vision Capital Management Inc is headquartered in Portland, Oregon.

    What is Vision Capital Management Inc's CRD number?

    Vision Capital Management Inc's CRD number is 107793. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Vision Capital Management Inc manage?

    Vision Capital Management Inc manages approximately 1,800 client accounts according to its latest SEC filing.

    Is Vision Capital Management Inc SEC registered?

    Yes, Vision Capital Management Inc is registered with the SEC as an investment adviser with an approved registration status.

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