CRD: 136806
Vision Capital Investment Management, Inc.
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-18-1994
- Office Locations
- 1
Office Locations
About Vision Capital Investment Management, Inc.
Vision Capital Investment Management, Inc. is a San Francisco RIA serving retail and institutional clients. The firm provides portfolio construction and retirement plan solutions, emphasizing asset allocation with heavy ETF use and a fixed-income sleeve (notably investment-grade corporates) alongside municipal/government bonds and cash. Reported themes include ESG, impact and socially responsible investing, and it custodies primarily with Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
DAVID SOUNGKWON KIM
President
- CRD
- #1124279
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,357,747 | -- |
| Non-Discretionary | $2,150,234 | -- |
| Total | $69,507,981 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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