AdvisorCensus / Financial advisors / Michigan / Ann Arbor / Vision Capital Partners
Vision Capital Partners
Filed as VISION CAPITAL PARTNERS · Legal name Vision Capital Partners, Inc.
Vision Capital Partners is an SEC-registered investment advisory firm in Ann Arbor, MI, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.
Quick answers
From the filingHow is Vision Capital Partners compensated?
On its Form ADV (Item 5.E, October 2026), Vision Capital Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Vision Capital Partners' brochure say about its fees?
Its Form ADV Part 2A brochure dated September 16, 2025 states: Asset-based fee: 0.4% to 1.85% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Vision Capital Partners located?
Vision Capital Partners' principal office is in Ann Arbor, MI, according to its Form ADV; the August 2025 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Vision Capital Partners registered with the SEC or a state?
Vision Capital Partners is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 175147.
How much does Vision Capital Partners manage?
Vision Capital Partners reports $168,286,770 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (100% discretionary).
How have Vision Capital Partners' assets and staff changed since 2021?
In the Form ADV data for Vision Capital Partners: Regulatory assets under management: $160,372,150 in the October 2021 data and $168,286,770 in the October 2026 data, up 5%. Total employees: 6 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Vision Capital Partners serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (97); high net worth individuals (43); pension and profit sharing plans (but not the plan participants or government pension plans) (3).
Which custodians does Vision Capital Partners use?
Vision Capital Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Vision Capital Partners 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/175147
Does Vision Capital Partners state an account minimum?
Its Form ADV Part 2A brochure dated September 16, 2025 says: "VCP generally does not impose a minimum account size for establishing a relationship."
What changed in Vision Capital Partners' recent Form ADV filings?
In the October 2026 filing data: Changed its legal name from Vision Capital Partners to Vision Capital Partners, Inc.. Regulatory assets under management went from $146,562,527 to $168,286,770 (+15%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.4% to 1.85% a year (a range, as the brochure states it)
The brochure's wording
Investment advisory fees range from 0.40% to 1.85%, the Advisor has multiple tiered fee schedules that fall within the range of fees.
Account minimum: None
The brochure's wording
VCP generally does not impose a minimum account size for establishing a relationship.
As stated in the firm's Form ADV Part 2A brochure dated September 16, 2025. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$168,286,770 as of October 2026, filing dated September 18, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Vision Capital Partners, Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2015 (11 years)
- Employees
- Total: 4. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the August 2025 filing
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $168,286,770 | 4 | September 18, 2026 |
| October 2025 | $127,441,060 | 3 | July 2, 2025 |
| October 2024 | $127,441,060 | 3 | September 20, 2024 |
| October 2023 | $106,331,295 | 3 | September 27, 2023 |
| October 2022 | $133,838,788 | 5 | September 27, 2022 |
| October 2021 | $160,372,150 | 6 | September 28, 2021 |
Regulatory assets under management: $160,372,150 in the October 2021 data and $168,286,770 in the October 2026 data, up 5%.
Total employees: 6 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Changed its legal name from Vision Capital Partners to Vision Capital Partners, Inc..
- Regulatory assets under management went from $146,562,527 to $168,286,770 (+15%).
- December 2025
- Regulatory assets under management went from $127,441,060 to $146,562,527 (+15%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Vision Capital Partners (CRD 175147): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/vision-capital-partners-ann-arbor-mi-175147