Vision Capital Management Inc
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 107793
- Registered since
- July 9, 1999
- Website
- vcmi.net
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.33%
- Individuals8.94%
- Corporations / Businesses5.99%
- Pension & Profit Sharing Plans2.57%
- Charitable Organizations2.17%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Vision Capital Management Inc is an independent, SEC-registered investment adviser (registered in 1999) that serves both individual and institutional clients. The firm is organized as a corporation with individual ownership and charges fees based on a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, plus the publication of periodicals and delivery of educational seminars and workshops. Vision Capital identifies as an active ESG investor and allocates through third-party external managers for certain alternative strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- US Government Bonds17%
- Investment Grade Corp Bonds11%
- State & Local Bonds3%
- Other3%
Owners & executives
1 of 1
Stacy Sizemore
Chief Compliance OfficerCRD 4052029
Contacts
3 of 11
Sarah Quist
Director of Client Relationships, PrincipalCRD 1162696
Maria Malloy
Client Service AssociateCRD 7924802
John LaBarca
Director of InvestmentsCRD 6886585
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$457M in ETFs
99%
$454M
<1%
$3.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $85.3M | 113,897 | 18.66% |
Location
Portland, OR
Washington
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 4380 S Macadam Ave
- Time zone
- PT (UTC-8)
- Office locations
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