Vision Capital & Management
Vision Capital & Management is an SEC-registered ria in Davidson, NC with $144.8M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Vision Capital & Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118363, SEC 801-66188, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $144.8M (2026-03-31)
- Firm type
- Ria
- Location
- Davidson, NC
- Employees
- 5
- Clients
- 59
- CRD
- 118363
- Ownership
- VOGEN, ERIC, LLOYD; VOGEN, MARY, JO; MESSER, JANET, LYNN; ATLAS, MICHELLE, MARIE; MULLINS, TRUDY, BRIDGES
How much AUM does Vision Capital & Management have?
Vision Capital & Management reported $144.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Vision Capital & Management?
Disclosed owners and executives of Vision Capital & Management include VOGEN, ERIC, LLOYD, VOGEN, MARY, JO, MESSER, JANET, LYNN, ATLAS, MICHELLE, MARIE, MULLINS, TRUDY, BRIDGES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.