Vision Capital Management Inc.

Vision Capital Management Inc. (CRD# 107793) is a financial advisory firm headquartered in Portland, OR. They manage $700,731,353 in 1,011 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    701
    MILLION
  • Total Number of Accounts
    1,011
    ACCOUNTS
  • Average Account Value
    $693,107
Compensation Options
  • A percentage of assets under your management
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
  • Educational seminars/workshops
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.

AK, AZ, CA, OR, TX, WA

Financial Advisors at Vision Capital Management Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Marina L. Johnson
CRD#: 2572268
One Sw Columbia, Suite 915, Portland, OR 97258
96
Wealthminder
score

Marina Johnson (CRD# 2572268) is an Investment Advisor Representative working at Vision Capital Management Inc. in Portland, OR and has over 21 years of experience in the finance industry.

2
Sarah W. Quist
CRD#: 1162696
One Sw Columbia, Suite 915, Portland, OR 97258
96
Wealthminder
score

Sarah Quist (CRD# 1162696) is an Investment Advisor Representative working at Vision Capital Management Inc. in Portland, OR and has over 23 years of experience in the finance industry. Sarah Quist 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.

3
Jeffrey L. Schmidt
CRD#: 4849547
One Sw Columbia, Suite 915, Portland, OR 97258
96
Wealthminder
score

Jeffrey Schmidt (CRD# 4849547) is an Investment Advisor Representative working at Vision Capital Management Inc. in Portland, OR and has over 11 years of experience in the finance industry.

4
Donald J. Leek
CRD#: 2214036
One Sw Columbia, Suite 915, Portland, OR 97258
93
Wealthminder
score

Donald Leek (CRD# 2214036) is an Investment Advisor Representative working at Vision Capital Management Inc. in Portland, OR and has over 24 years of experience in the finance industry.

5
Christopher J. Sizemore
CRD#: 2751941
One Sw Columbia, Suite 915, Portland, OR 97258
93
Wealthminder
score

Christopher Sizemore (CRD# 2751941) is an Investment Advisor Representative working at Vision Capital Management Inc. in Portland, OR and has over 19 years of experience in the finance industry.

6
Suzanne P. McGrath
CRD#: 1193291
One Sw Columbia, Suite 915, Portland, OR 97258
83
Wealthminder
score

Suzanne McGrath (CRD# 1193291) is an Investment Advisor Representative working at Vision Capital Management Inc. in Portland, OR and has over 30 years of experience in the finance industry.

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