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Director of Compliance and Operations/shareholder · Vision Capital Management Inc

Clifford M. Yount

CRD 2551602 · Named on Form ADV at one SEC-registered adviser

At a glance

Vision Capital Management Inc, an SEC-registered wealth manager based in Portland, OR with $1.2 billion in regulatory assets, lists Clifford M. Yount on its Form ADV as Director of Compliance and Operations/shareholder, a control person.

Firms and roles

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Clifford’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Clifford’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.