Vista Capital Partners, Inc.
● SEC registered since 2001CRD 114913SEC# 801-60536Portland, OR
Reg. AUM
$3.22B
Employees
35
Accounts
3,380
Location
Portland, OR
Vista Capital Partners, Inc. assets under management
Vista Capital Partners, Inc. is an investment advisory firm registered with the SEC based in Portland, OR. The firm has been registered since 2001. It reports $3.2 billion in regulatory assets under management and employs 35 people.
Vista Capital Partners, Inc. owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Michael Canellopoulos | Director Of Investments | Under 5% | 2025 |
| Andrew Graham Darkins | Partner | Under 5% | 2022 |
| Dougal Williams Control | Ceo, Chief Wealth Officer | 10-25% | 2024 |
| Douglas Eric Johanson Control | Chairman Of The Board | 10-25% | 2011 |
| Douglas Lightner Post | Partner | 5-10% | 2020 |
| Jessica Rose Allison | Partner | Under 5% | 2025 |
| John Joseph III Convery Control | Chief Compliance Officer | 10-25% | 2011 |
| Jonathan Thomas Gannon | Director Of Financial Planning | Under 5% | 2022 |
| Julia Patricia Tierney | Director Of Legacy Planning | Under 5% | 2022 |
| Lindsey Woodley Williams Control | Chief Client Officer | 5-10% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Vista Capital Partners, Inc. manage?
Vista Capital Partners, Inc. reports $3.2 billion in regulatory assets under management on its Form ADV.
How many employees does Vista Capital Partners, Inc. have?
Vista Capital Partners, Inc. reports 35 employees.
Where is Vista Capital Partners, Inc. located?
Vista Capital Partners, Inc. is based in Portland, OR and has been SEC-registered since 2001.
Does Vista Capital Partners, Inc. disclose fund performance?
Vista Capital Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9755 SW Barnes Road, Suite 595, Portland, OR 97225 |
| Phone | 503-772-9500 |
| Fax | 503-772-1229 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.22B▲ 18%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,306 advisers
EmployeesTop 16%
More than 84% of 16,824 advisers
Assets under management
$3.22Bregulatory AUM
Discretionary $3.22B