VISTA CAPITAL PARTNERS, INC.

RIASEC RegisteredEst. 2001
Total AUM
$3.2B
Discretionary
$3.2B
100% of AUM
Avg account
$953K
Accounts
3,380
Employees
35
Advisory reps
26

Firm details

Headquarters
PORTLAND, Oregon
CRD number
114913
Registered since
August 31, 2001
Website
vistacp.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI69.5%
  • Individuals24%
  • Charitable Organizations3.14%
  • Corporations / Businesses2.86%
  • Pension & Profit Sharing Plans0.5%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Vista Capital Partners, Inc. is an independent, SEC-registered registered investment adviser that has been operating since 2001. The firm is individually owned and charges clients on a percentage-of-AUM basis. Its client base spans high‑net‑worth individuals and families as well as institutional and business accounts. Core advisory services are financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. Vista does not identify as an active ESG investor and is not structured as an in‑house capital allocator; it sources external managers for alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 77%, US Government Bonds 10%, Other 6%, State & Local Bonds 5%, Cash & Cash Equivalents 2%77%
  • Exchange Traded Equities77%
  • US Government Bonds10%
  • Other6%
  • State & Local Bonds5%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 6

  • JOHN CONVERY

    Chief Operating Officer & PartnerCRD 2754691

  • ROBERT GREENMAN

    Chief Growth OfficerCRD 4969019

  • LINDSEY WILLIAMS

    Partner & Chief Client OfficerCRD 3135124

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Contacts

3 of 20

  • NATHAN SHEPPARD

    Client Service AssociateCRD 7996296

  • PATRICK YAZHARI

    Senior AdvisorCRD 6341416

  • BRIAN MURPHY

    AdvisorCRD 5576490

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 76

Active vs passive

$902M in ETFs

Passive

97%

$876M

Active

3%

$25.2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$359M1,117,96539.78%
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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
9755 SW Barnes Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth