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VISION CAPITAL & MANAGEMENT

VISION CAPITAL MANAGEMENT CORPORATION

CRD 118363 · SEC 801-66188

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AR, United States

Phone

704-894-9639

Fax

704-894-9629

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$144.8M

Discretionary AUM

$144.8M

Team

5 total employees; 3 advisory reps; 1 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals38$14.0M
High net worth individuals21$122.7M

States served

AR, MN, NE, NC, OH, PA, MO

All web addresses on file

Official SEC filing: View on IAPD