Vision Capital Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Portland, OR. Its latest Form ADV filing, dated April 6, 2026, reports $1.2B in regulatory assets under management, 13 employees, and 1,800 accounts.
Assets Under Management
$1.2B
Employees
13
Offices
--
Total Clients
1,800
Primary office
PORTLAND, OR
4380 S MACADAM AVENUE, SUITE 350, PORTLAND, OR, United States
Top client segmentHNWI represent 62.2% of total clients.
Top client categories% of clientsClients
1
HNWI
62.2%
1,119
2
Individuals
35.3%
636
3
Charitable
1.1%
19
4
Corporations
0.9%
17
5
Pension Plans
0.5%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of April 6, 2026
Discretionary100.0%
$1.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.2B
Total Accounts1,800
10Y AUM Change+$722M (+142.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee138:1
10Y Employee Change+1 (+8.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.