CRD: 175147
Vision Capital Partners
$146.6M Total AUM
$146.6M Disc. AUM
2.7% 3Y CAGR
4 Employees
141 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-12-2015
- Office Locations
- 1
Office Locations
2211 OLD Earhart Rd. Suite 155 ANN Arbor MI
About Vision Capital Partners
Vision Capital Partners is an Ann Arbor, MI RIA providing holistic wealth management with investment consulting at its core. The firm applies a disciplined, academically informed investment philosophy alongside advanced planning (retirement, estate and charitable giving) and risk management, acting as a “personal CFO” to coordinate with clients’ other advisors. Custody is supported through Charles Schwab.
Team overview
48 AVG AGE
$73.3M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
8.4 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Thomas Wesley Duncan
Chief Compliance Officer, Managing Member, President
- CRD
- #4309377
- Ownership
- 75% or more
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Julie E. Hall Labrune
--
- CRD
- #4663254
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,562,527 | $400,444 |
| Non-Discretionary | $0 | -- |
| Total | $146,562,527 | $400,444 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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