Wealth Manager
    SEC Registered
    Manages Private Funds

    Vista Capital Partners, Inc.

    Registered investment advisor · Portland, Oregon · CRD #114913

    Assets Under Management
    $3.2B
    Client Accounts
    3,380
    Employees
    35
    CRD Number
    114913
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

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

    About Vista Capital Partners, Inc.

    Vista Capital Partners, Inc. is an investment advisory firm founded in 2001, focusing on evidence-based, long-term wealth management. It operates in the investment management industry with a team of 11-50 employees.

    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 Vista Capital Partners, Inc.

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    Frequently Asked Questions

    What is Vista Capital Partners, Inc.'s AUM?

    Vista Capital Partners, Inc. reports approximately $3.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Vista Capital Partners, Inc. headquartered?

    Vista Capital Partners, Inc. is headquartered in Portland, Oregon.

    What is Vista Capital Partners, Inc.'s CRD number?

    Vista Capital Partners, Inc.'s CRD number is 114913. 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 Vista Capital Partners, Inc. manage?

    Vista Capital Partners, Inc. manages approximately 3,380 client accounts according to its latest SEC filing.

    Is Vista Capital Partners, Inc. SEC registered?

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

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