Vision Capital & Management

Vision Capital & Management (CRD# 118363) is a financial advisory firm headquartered in Davidson, NC. They manage $99,026,653 in 179 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Vision Capital & Management
Showing 1 - 1 of 1 top financial advisors.
Eric L. Vogen
CRD#: 1406908
108 South Main Street, Suite E, Davidson, NC 28036

Eric Vogen (CRD# 1406908) is an Investment Advisor Representative working at Vision Capital & Management in Davidson, NC and has over 29 years of experience in the finance industry. Eric Vogen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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