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- Custodian
- Charles Schwab & Company · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-15-2004
- Office Locations
- 1
Office Locations
About Vision Capital & Management
Vision Capital & Management is a Davidson, NC SEC-registered RIA and wealth manager serving families, institutions, and other financial advisors. The team builds actively managed, diversified portfolios using forward-looking strategies and dynamic risk analysis aligned to each portfolio’s risk targets. They frequently partner as part of clients’ broader business advisory team and can integrate charitable planning and values-based/impact preferences into wealth and estate strategies.
Team overview
Insights
Asset Classes
CRM
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ERIC LLOYD VOGEN
Chief Executive Officer, President
- CRD
- #1406908
- Ownership
- 75% or more
JANET LYNN MESSER
Chief Compliance Officer
- CRD
- #5059140
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DONNA LEE PLEASANT
--
- CRD
- #4927208
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $144,833,761 | $905,211 |
| Non-Discretionary | $0 | -- |
| Total | $144,833,761 | $905,211 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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