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Founder · Vision Capital Management Inc

Suzanne P. McGrath

CRD 1193291 · 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 Suzanne P. McGrath on its Form ADV as Founder, a control person.

Firms and roles

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Suzanne’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
1 firmLocked
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

  • Marina L. JohnsonManaging Director/principal/shareholder, Vision Capital Management Inc
  • Clifford M. YountDirector of Compliance and Operations/shareholder, Vision Capital Management Inc
  • Sarah W. QuistManaging Director/principal/shareholder, Vision Capital Management Inc
  • John A. LaBarcaDirector of Investments, Vision Capital Management Inc
  • Stacy L. SizemoreChief Compliance Officer, Vision Capital Management Inc

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