Vision Capital Management Inc

RIASEC RegisteredEst. 1999
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$683K
Accounts
1,800
Employees
13
Advisory reps
12

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

FINTRX

Overview

Vision Capital Management Inc is an independent, SEC-registered registered investment adviser that has operated since 1999. The firm is corporately organized and owned by an individual principal. It manages fee-based relationships (percentage of AUM) for a mix of individual and family clients alongside institutional and business accounts. Services listed on its Form ADV include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and client education through newsletters and seminars. The firm identifies as an active ESG investor and was recognized by FA Magazine as a Top RIA Firm in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 64%, US Government Bonds 17%, Investment Grade Corp Bonds 11%, State & Local Bonds 3%, Other 3%, Cash & Cash Equivalents 2%64%
  • Exchange Traded Equities64%
  • US Government Bonds17%
  • Investment Grade Corp Bonds11%
  • State & Local Bonds3%
  • Other3%

Owners & executives

1 of 1
  • Stacy Sizemore

    Stacy Sizemore

    Chief Compliance OfficerCRD 4052029

Contacts

3 of 11
  • Katelyn Cummings

    Katelyn Cummings

    Client Relationship ManagerCRD 7172190

  • Gina Jacobson

    Gina Jacobson

    Client Relationship ManagerCRD 6678993

  • John LaBarca

    John LaBarca

    Director of InvestmentsCRD 6886585

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 53

Active vs passive

$457M in ETFs

Passive

99%

$454M

Active

<1%

$3.7M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$85.3M113,89718.66%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth