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President and Chief Compliance Officer · Vision Capital Partners

Thomas W. Duncan

CRD 4309377 · Named on Form ADV at one SEC-registered adviser

At a glance

Vision Capital Partners, an SEC-registered wealth manager based in ANN Arbor, MI with $168 million in regulatory assets, lists Thomas W. Duncan on its Form ADV as President and Chief Compliance Officer, a control person.

Firms and roles

  • Vision Capital PartnersPresident and Chief Compliance OfficerWealth manager · ANN Arbor, MI · $168M in regulatory assets

AtlasMembers

Thomas’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.

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