# Vision Capital Investment Management, Inc.

> Vision Capital Investment Management, Inc. is a state-registered investment advisory firm in San Francisco, CA, registered since 1994, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.

- CRD: 136806
- Filed as: VISION CAPITAL INVESTMENT MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/136806
- AdvisorCensus page: https://advisorcensus.com/firm/vision-capital-investment-management-inc-san-francisco-ca-136806

## Quick answers

**How is Vision Capital Investment Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Vision Capital Investment Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Vision Capital Investment Management, Inc. located?**
Vision Capital Investment Management, Inc.'s principal office is in San Francisco, CA, according to its Form ADV.

**Is Vision Capital Investment Management, Inc. registered with the SEC or a state?**
Vision Capital Investment Management, Inc. is a state-registered investment advisory firm, registered since 1994. Status as filed: APPROVED. CRD 136806.

**How much does Vision Capital Investment Management, Inc. manage?**
Vision Capital Investment Management, Inc. reports $69,507,981 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (97% discretionary).

**What types of clients does Vision Capital Investment Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (44); high net worth individuals (16); corporations or other businesses not listed above (1).

**Does Vision Capital Investment Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/136806

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $69,507,981
- Discretionary: $67,357,747
- Non-discretionary: $2,150,234

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $31,191,227 |
| High net worth individuals | 16 | $36,166,520 |
| Corporations or other businesses not listed above | 1 | $2,150,234 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1994 (31 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [visioncapitalinvestment.com](https://visioncapitalinvestment.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vision Capital Investment Management, Inc. (CRD 136806): Form ADV filing data as of October 2026.