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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-1999
- Office Locations
- 1
Office Locations
About Vision Capital Management INC
Vision Capital Management is an independent, fee-only RIA providing investment management with financial planning included in the advisory fee. The firm builds low-cost, goal-based portfolios, using ETFs as core building blocks alongside high-quality bonds and cash for diversification. Serves retail and institutional clients and primarily custodies with Schwab and Fidelity/NFS.
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Owner & Executives
MARINA LYNNE JOHNSON
Managing Director, PRINCIPAL
- CRD
- #2572268
- Ownership
- 25% but less than 50%
SUZANNE PHELPS MCGRATH
FOUNDER
- CRD
- #1193291
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
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Katelyn Ann Cummings
Relationship Manager
- CRD
- #7172190
Gina Cornelia Jacobson
Relationship Manager
- CRD
- #6678993
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,228,670,085 | $682,594 |
| Non-Discretionary | $0 | -- |
| Total | $1,228,670,085 | $682,594 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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