Vision Capital & Management

Vision Capital & Management (CRD# 118363) is a financial advisory firm headquartered in Davidson, NC. They manage $113,303,221 in 170 accounts and serve the financial needs of clients across 2 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
    113
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $666,490
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.

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 15 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 33 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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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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