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, privately owned registered investment adviser that has been SEC-registered since 1999. The firm serves both individual/family clients and institutional accounts, charging fees based on a percentage of assets under management. Its advisory scope includes financial planning; discretionary portfolio management for individuals, small businesses and institutional clients; pension consulting; and client education through newsletters and seminars. Vision identifies as an active ESG investor and does not operate as a capital allocator or external fund sponsor—alternative exposures are accessed through third-party managers. The firm received recognition on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active 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 | $82.1M | 107,237 | 17.96% |
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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