President · Vision Capital & Management
Eric L. Vogen
CRD 1406908 · Named on Form ADV at one SEC-registered adviser
At a glance
Vision Capital & Management, an SEC-registered wealth manager with $145 million in regulatory assets, lists Eric L. Vogen on its Form ADV as President, a control person.
Firms and roles
- Vision Capital & ManagementPresidentWealth manager · United States · $145M in regulatory assets
AtlasMembers
Eric’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Janet L. MesserChief Compliance Officer, Vision Capital & Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eric’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.