Vision Capital Management, Inc.
● SEC registered since 1999CRD 107793SEC# 801-56669Portland, OR
Reg. AUM
$1.23B
Employees
13
Accounts
1,800
Location
Portland, OR
Vision Capital Management, Inc. assets under management
Vision Capital Management, Inc. is an investment advisory firm registered with the SEC based in Portland, OR. The firm has been registered since 1999. It reports $1.2 billion in regulatory assets under management and employs 13 people.
Vision Capital Management, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Clifford Michael Yount Control | Director Of Compliance And Operations/Shareholder | 5-10% | 2011 |
| John Anthony Labarca Control | Director Of Investments | 5-10% | 2019 |
| Marina Lynne Johnson Control | Managing Director/Principal/Shareholder | 25-50% | 1999 |
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Join to unlock · $37/moFrequently asked questions
How much does Vision Capital Management, Inc. manage?
Vision Capital Management, Inc. reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Vision Capital Management, Inc. have?
Vision Capital Management, Inc. reports 13 employees.
Where is Vision Capital Management, Inc. located?
Vision Capital Management, Inc. is based in Portland, OR and has been SEC-registered since 1999.
Does Vision Capital Management, Inc. disclose fund performance?
Vision Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4380 S MacAdam Avenue, Suite 350, Portland, OR 97239 |
| Phone | 503-221-5656 |
| Fax | 503-221-3966 |
| Office hours | 7:30a.m.-4:30p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1417889 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.23B▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$1.23Bregulatory AUM
Discretionary $1.23B