# Vision Capital Partners

> 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.

- CRD: 175147
- Filed as: VISION CAPITAL PARTNERS
- Legal name: Vision Capital Partners, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ann Arbor, MI
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/175147
- AdvisorCensus page: https://advisorcensus.com/firm/vision-capital-partners-ann-arbor-mi-175147

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated September 16, 2025)

- Asset-based fee: 0.4% to 1.85% a year (a range, as the brochure states it)

> 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

> VCP generally does not impose a minimum account size for establishing a relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

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

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: $168,286,770
- Discretionary: $168,286,770
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 97 | $30,370,030 |
| High net worth individuals | 43 | $129,431,299 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $6,604,176 |
| Charitable organizations | 1 | $1,881,257 |
| Corporations or other businesses not listed above | 1 | $8 |

### 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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IN, MI, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2025 filing
- Novi, MI
- Sylvania, OH

### Websites listed on Form ADV (Item 1.I)
- visioncapitalpartners.com
- Facebook @VisionCapitalPartnersInc
- LinkedIn @vision-capital-partners
- X @vcp_tweets

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $160,372,150 | 6 | September 28, 2021 |
| October 2022 | $133,838,788 | 5 | September 27, 2022 |
| October 2023 | $106,331,295 | 3 | September 27, 2023 |
| October 2024 | $127,441,060 | 3 | September 20, 2024 |
| October 2025 | $127,441,060 | 3 | July 2, 2025 |
| October 2026 | $168,286,770 | 4 | September 18, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vision Capital Partners (CRD 175147): Form ADV filing data as of October 2026.