VISION CAPITAL & MANAGEMENT
SEC RegisteredGROW YOUR WEALTH FOR GREATER GOOD
About the firm
Vision Capital & Management is an investment adviser registered with the Securities and Exchange Commission that manages investment portfolios for families, institutions, and other financial advisors. The firm serves clients with big vision who want to grow, supporting their financial objectives and philanthropic goals, and has assisted clients in making planned and current gifts of $190m.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment portfolio management with active, forward-thinking, and diversified strategies; financial and business advisory services including vision, planning, and management; wealth management; and support for philanthropic giving.
Who they serve
Families, institutions, and other financial advisors who have big vision and want to grow, including those with philanthropic goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 38 | $14M |
| High Net Worth Individuals | 21 | $123M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. VISION CAPITAL & MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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