Vision Capital & Management

Vision Capital & Management (CRD# 118363) is a financial advisory firm headquartered in Davidson, NC. They manage $158,838,052 in 170 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
108 South Main Street, Suite B, Davidson, NC 28036
http://www.visioncapitalmgt.com
By the Numbers
  • Total Assets Under Management
    159
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $934,341
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, MO, NC, PA

Financial Advisors at Vision Capital & Management
Showing 1 - 2 of 2 top financial advisors.
1
Donna Pleasant, financial advisor Davidson NC
Donna L. Pleasant
CRD#: 4927208
108 South Main Street, Suite B, Davidson, NC 28036

Donna Pleasant (CRD# 4927208) is an Investment Advisor Representative working at Vision Capital & Management in Davidson, NC and has over 18 years of experience in the finance industry.

2
Eric Vogen, financial advisor Davidson NC
Eric L. Vogen
CRD#: 1406908
108 South Main Street, Suite B, Davidson, NC 28036

Eric Vogen (CRD# 1406908) is an Investment Advisor Representative working at Vision Capital & Management in Davidson, NC and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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