# Vista Capital Partners, Inc.

> Vista Capital Partners, Inc. is an SEC-registered investment advisory firm in Portland, OR, registered since 2001, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 114913
- Filed as: VISTA CAPITAL PARTNERS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/114913
- AdvisorCensus page: https://advisorcensus.com/firm/vista-capital-partners-inc-portland-or-114913

## Quick answers

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

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

**Is Vista Capital Partners, Inc. registered with the SEC or a state?**
Vista Capital Partners, Inc. is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 114913.

**How much does Vista Capital Partners, Inc. manage?**
Vista Capital Partners, Inc. reports $3,220,683,655 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Vista Capital Partners, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Vista Capital Partners, Inc.: Regulatory assets under management: $1,881,679,753 in the October 2021 data and $3,220,683,655 in the October 2026 data, up 71%. Total employees: 25 in October 2021 and 35 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Vista Capital Partners, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (450); individuals (other than high net worth individuals) (201); charitable organizations (8).

**Which custodians does Vista Capital Partners, Inc. use?**
Vista Capital Partners, Inc.'s 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 Vista Capital Partners, 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/114913

**Does Vista Capital Partners, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "Fee Dispersion: Vista generally requires a minimum of $2 million of assets to be placed under its management to commence an engagement." "Vista, in its discretion, may charge a lesser or higher investment advisory fee, charge a flat fee, waive applicable minimum asset or minimum fee levels, waive its fee entirely"

**What changed in Vista Capital Partners, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 19 to 20. Regulatory assets under management went from $2,718,788,300 to $3,220,683,655 (+18%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> Fee Dispersion: Vista generally requires a minimum of $2 million of assets to be placed under its management to commence an engagement.

> Vista, in its discretion, may charge a lesser or higher investment advisory fee, charge a flat fee, waive applicable minimum asset or minimum fee levels, waive its fee entirely

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: $3,220,683,655
- Discretionary: $3,220,683,655
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 201 | $772,964,077 |
| High net worth individuals | 450 | $2,238,375,140 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $16,103,418 |
| Charitable organizations | 8 | $101,129,468 |
| Corporations or other businesses not listed above | 4 | $92,111,552 |

### 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: 2001 (25 years)
- Employees: 35 total, 20 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, NE, NH, NY, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vistacp.com
- Facebook @VISTA-CAPITAL-PARTNERS-205013249511591
- LinkedIn @VISTA-CAPITAL-PARTNERS
- X @VISTACP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,881,679,753 | 25 | March 31, 2021 |
| October 2022 | $2,656,805,764 | 31 | March 29, 2022 |
| October 2023 | $2,090,204,250 | 35 | March 24, 2023 |
| October 2024 | $2,445,045,898 | 32 | March 29, 2024 |
| October 2025 | $2,718,788,300 | 35 | April 28, 2025 |
| October 2026 | $3,220,683,655 | 35 | March 27, 2026 |

Regulatory assets under management: $1,881,679,753 in the October 2021 data and $3,220,683,655 in the October 2026 data, up 71%.
Total employees: 25 in October 2021 and 35 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 19 to 20.
- Regulatory assets under management went from $2,718,788,300 to $3,220,683,655 (+18%).
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vista Capital Partners, Inc. (CRD 114913): Form ADV filing data as of October 2026.