Overview
Assets Under Management: $147 million
Headquarters: ANN ARBOR, MI
High-Net-Worth Clients: 43
Average Client Assets: $2.7 million
Frequently Asked Questions
VISION CAPITAL PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #175147), VISION CAPITAL PARTNERS is subject to fiduciary duty under federal law.
VISION CAPITAL PARTNERS is headquartered in ANN ARBOR, MI.
VISION CAPITAL PARTNERS serves 43 high-net-worth clients according to their SEC filing dated April 21, 2026. View client details ↓
According to their SEC Form ADV, VISION CAPITAL PARTNERS offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
VISION CAPITAL PARTNERS manages $147 million in client assets according to their SEC filing dated April 21, 2026.
According to their SEC Form ADV, VISION CAPITAL PARTNERS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.30%
Average Client Assets: $2.7 million
Total Client Accounts: 366
Discretionary Accounts: 366
Regulatory Filings
CRD Number: 175147
Filing ID: 2077144
Last Filing Date: 2026-04-21 15:33:29