# Vision Capital Management Inc

> Vision Capital Management Inc is an SEC-registered investment advisory firm in Portland, OR, registered since 1999, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 26, 2026.

- CRD: 107793
- Filed as: VISION CAPITAL MANAGEMENT INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107793
- AdvisorCensus page: https://advisorcensus.com/firm/vision-capital-management-inc-portland-or-107793

## Quick answers

**How is Vision Capital Management Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Vision Capital Management Inc reports these compensation arrangements: a percentage of assets under its management.

**Where is Vision Capital Management Inc located?**
Vision Capital Management Inc's principal office is in Portland, OR, according to its Form ADV.

**Is Vision Capital Management Inc registered with the SEC or a state?**
Vision Capital Management Inc is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 107793.

**How much does Vision Capital Management Inc manage?**
Vision Capital Management Inc reports $1,228,670,085 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (100% discretionary).

**How have Vision Capital Management Inc's assets and staff changed since 2021?**
In the Form ADV data for Vision Capital Management Inc: Regulatory assets under management: $864,451,314 in the October 2021 data and $1,228,670,085 in the October 2026 data, up 42%. Total employees: 14 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Vision Capital Management Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (1,119); individuals (other than high net worth individuals) (636); charitable organizations (19).

**Which custodians does Vision Capital Management Inc use?**
Vision Capital Management Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Vision Capital 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 SEC record: https://adviserinfo.sec.gov/firm/summary/107793

**What changed in Vision Capital Management Inc's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 9 to 8. Regulatory assets under management went from $1,073,328,261 to $1,228,670,085 (+14%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,228,670,085
- Discretionary: $1,228,670,085
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 636 | $109,891,094 |
| High net worth individuals | 1,119 | $986,930,984 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $31,589,923 |
| Charitable organizations | 19 | $26,663,841 |
| Corporations or other businesses not listed above | 17 | $73,594,243 |

### 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
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 1999 (27 years)
- Employees: 13 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vcmi.net
- Facebook @visioncmi
- LinkedIn @vision-capital-management-inc
- X @visioncmi
- YouTube @UCNca1IMCDWj2wSNhu9vPQXA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $864,451,314 | 14 | March 1, 2021 |
| October 2022 | $1,021,550,392 | 14 | July 29, 2022 |
| October 2023 | $860,220,711 | 14 | March 11, 2023 |
| October 2024 | $1,019,062,171 | 14 | March 28, 2024 |
| October 2025 | $1,073,328,261 | 16 | February 18, 2025 |
| October 2026 | $1,228,670,085 | 13 | August 26, 2026 |

Regulatory assets under management: $864,451,314 in the October 2021 data and $1,228,670,085 in the October 2026 data, up 42%.
Total employees: 14 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 9 to 8.
- Regulatory assets under management went from $1,073,328,261 to $1,228,670,085 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vision Capital Management Inc (CRD 107793): Form ADV filing data as of October 2026.