|
⚲
|
| Keyboard |
| Vision Capital Management Corporation
✚
|
|
|---|---|
| CRD # | 118363 |
| SEC # | 801-66188 |
| CIK # | 0001417889, 0001764403, 0002094920 |
| AUM | 144.8 M (2026-03-31) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 704-894-9639 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 57.0 | ||
| Alphabet Inc | 34.8 | ||
| iShares Comex Gold Trust | 26.6 | ||
| Microsoft Corp | 23.8 | ||
| Amazon Com Inc | 21.2 | ||
| Nvidia Corp | 18.8 | ||
| Visa Inc | 14.6 | ||
| Costco Wholesale Corp /NEW | 13.3 | ||
| Johnson & Johnson | 12.4 | ||
| Sherwin Williams Co | 10.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 14.0 |
| (b) Individuals (high net worth individuals) | 21 | 122.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.0 |
| (h) Charitable organizations | 0 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 160 | 144.8 |
| By Discretionary | ||
| Discretionary | 160 | 144.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 160 | 144.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 144.8 | |
| Total | 160 | 144.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001417889] | |
| 13F-HR | [0001764403] | |
| D | [0002094920] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
IGW Advisory Investment Management LLC
✚
|
145.1 M | |
|
Desmond Wealth Management Inc
✚
|
CA | 145.0 M |
|
Wulff Hansen & Co
✚
|
CA | 144.8 M |
|
Trailwise Financial Partners LLC
✚
|
CO | 144.8 M |
|
Knox Avenue Financial Corp
✚
|
MN | 144.7 M |
|
EGSI Investment Management Inc
✚
|
OH | 144.7 M |
|
Davis Financial Management Inc
✚
|
KS | 144.6 M |
|
Sterling Financial Advisors LLC
✚
|
144.6 M | |
|
Columbus Street Wealth Management LLC
✚
|
144.5 M | |
|
Glover Park Wealth Management LLC
✚
|
VA | 144.3 M |