Wealth manager, independent · Portland, OR
Vision Capital Management Inc
Vision Capital Management, Inc. · SEC-registered investment adviser · CRD 107793 · SEC 801-56669
At a glance
Vision Capital Management Inc is an SEC-registered investment adviser based in Portland, Oregon, with $1.2B in regulatory assets under management as of its Form ADV filed August 26, 2026. It reports 1,755 individual clients, 1,119 of them high-net-worth, holding an average of about $0.6 million each, and 13 employees. That ranks it 899th among the nation’s 5,657 independent wealth management RIAs and 13th of 101 in Oregon. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 503-221-5656vcmi.netLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.2B
- Rank among independent wealth managers
- #899 of 5,657
- Rank among all SEC RIAs
- #4,797 of 17,210
- Rank in Oregon
- #13 of 101
- Individual clients
- 1,755
- High-net-worth clients
- 1,119
- Accounts
- 1,800
- Discretionary
- 100% of AUM
- Employees
- 13
- Advisory staff
- 8
- Offices
- 1
Owners and executives on its Form ADV
- Suzanne P. McGrathFounder
- Marina L. JohnsonManaging Director/principal/shareholder
- Clifford M. YountDirector of Compliance and Operations/shareholder
- Sarah W. QuistManaging Director/principal/shareholder
- John A. LaBarcaDirector of Investments
- Stacy L. SizemoreChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Vision Capital Management Inc reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1,119 | $987M | 80% |
| Individuals | 636 | $110M | 9% |
| Corporations or other businesses | 17 | $74M | 6% |
| Pension and profit sharing plans | 9 | $32M | 3% |
| Charitable organizations | 19 | $27M | 2% |
Disciplinary disclosures
Vision Capital Management Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗vcmi.net ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,976 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Oregon
All of Oregon →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Aerodigm Wealth LLCLake Oswego | $1.5B | 212 |
| JGP Wealth Management, LLCBend | $1.4B | 771 |
| True Private Wealth Advisors, LLCSalem | $1.4B | 1,576 |
| Cedar Mountain Advisors, LLCLake Oswego | $1.2B | 832 |
| Sittner & Nelson, LLCEugene | $1.0B | 455 |
Background
Questions
How much does Vision Capital Management Inc manage?
Vision Capital Management Inc reports $1.2B in regulatory assets under management across 1,800 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 26, 2026.
How many clients does Vision Capital Management Inc have?
It reports 1,755 individual clients: 1,119 high-net-worth individuals and 636 other individuals. Individuals account for about 89% of its regulatory assets.
Where is Vision Capital Management Inc headquartered?
Its main office is in Portland, Oregon. It reports 1 office in total and 13 employees, 8 of whom perform investment advisory functions.
How does Vision Capital Management Inc charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Vision Capital Management Inc use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed August 26, 2026, it reports these amounts held: Charles Schwab ($857M); Fidelity ($372M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Vision Capital Management Inc a hybrid RIA with a broker-dealer?
Vision Capital Management Inc reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Vision Capital Management Inc a fiduciary?
As an SEC-registered investment adviser, Vision Capital Management Inc owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Vision Capital Management Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →