VISION CAPITAL MANAGEMENT INC
Firm details
- Headquarters
- PORTLAND, Oregon
- CRD number
- 107793
- Registered since
- July 9, 1999
- Website
- vcmi.net
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.33%
- Individuals8.94%
- Corporations / Businesses5.99%
- Pension & Profit Sharing Plans2.57%
- Charitable Organizations2.17%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Vision Capital Management Inc is an independent, individually owned registered investment adviser that has operated since 1999. The firm manages client portfolios on a fee‑only basis (percentage of AUM) and serves a mix of individuals, families and institutional clients. Advisory services extend beyond portfolio management to financial planning, pension consulting, published commentary and educational seminars, indicating a client-facing, advisory emphasis rather than capital‑allocator behavior. Investment positioning is equity‑centric with an explicit ETF focus and an active ESG orientation noted in filings. The firm received a Top RIA Firms recognition from FA Magazine in 2020, reflecting some industry visibility.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- US Government Bonds17%
- Investment Grade Corp Bonds11%
- State & Local Bonds3%
- Other3%
Owners & executives
1 of 1STACY SIZEMORE
Chief Compliance OfficerCRD 4052029
Contacts
3 of 11SARAH QUIST
Director of Client Relationships, PrincipalCRD 1162696
MARIA MALLOY
Client Service AssociateCRD 7924802
John LaBarca
Director of InvestmentsCRD 6886585
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$417M in ETFs
99%
$413M
<1%
$3.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $75.8M | 116,007 | 18.19% |
Location
PORTLAND, OR
WASHINGTON
Location
PORTLAND, OR
Headquartered in PORTLAND, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- WASHINGTON
- Address
- 4380 S Macadam Ave
- Time zone
- PT (UTC-8)
- Office locations
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