Vision Capital Management Corporation
● SEC registered since 2006CRD 118363SEC# 801-66188
Reg. AUM
$144.8M
Employees
5
Accounts
160
Location
—
Vision Capital Management Corporation assets under management
Vision Capital Management Corporation is a registered investment adviser overseen by the SEC. The firm has been registered since 2006. It reports $144.8 million in regulatory assets under management and employs 5 people.
Vision Capital Management Corporation owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Lloyd Vogen Control | President | Over 75% | 2004 |
| Janet Lynn Messer Control | Chief Compliance Officer | Under 5% | 2022 |
Frequently asked questions
How much does Vision Capital Management Corporation manage?
Vision Capital Management Corporation reports $144.8 million in regulatory assets under management on its Form ADV.
How many employees does Vision Capital Management Corporation have?
Vision Capital Management Corporation reports 5 employees.
Does Vision Capital Management Corporation disclose fund performance?
Vision Capital Management Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 704-894-9639 |
| Fax | 704-894-9629 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$144.8M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$144.8Mregulatory AUM
Discretionary $144.8M