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VISION CAPITAL MANAGEMENT INC
VISION CAPITAL MANAGEMENT, INC.
CRD 107793 · SEC 801-56669
4380 S MACADAM AVENUE, SUITE 350, PORTLAND, OR, 97239, United States
Phone
503-221-5656
Fax
503-221-3966
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.23B
Discretionary AUM
$1.23B
Team
13 total employees; 8 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 636 | $109.9M |
| High net worth individuals | 1119 | $986.9M |
| Pension/profit sharing plans | 9 | $31.6M |
| Charitable organizations | 19 | $26.7M |
| Corporations/business entities | 17 | $73.6M |
States served
AZ, CA, CO, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD