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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-03-2001
- Office Locations
- 1
Office Locations
About Vista Capital Partners, Inc.
Vista Capital Partners is a Portland-based wealth manager serving investors with $2M+ to invest, providing ongoing planning for retirement transitions, financial windfalls, business exits, executive compensation, and philanthropic/legacy goals. Portfolios emphasize globally diversified, low-cost, tax-friendly implementation grounded in academic research and disciplined rebalancing. Team includes 30+ specialists; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between December 3, 2025 and March 27, 2026, reported AUM increased 18.5%, from $2.7B to $3.2B.
Across 5 reported observations, AUM increased 21.2% between November 29, 2022 and March 27, 2026, from $2.7B to $3.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 20 advisory representatives and 667 clients, or 33.4 clients per representative. That equates to $4.8M in reported AUM per client.
The profile lists 1 reported office location and 25 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Vista Capital Partners, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN JOSEPH III CONVERY
Chief Compliance Officer, CHIEF OPERATING OFFICER, MANAGING DIRECTOR
- CRD
- --
- Ownership
- 10% but less than 25%
DOUGLAS ERIC JOHANSON
Chairman Of The Board, Partner
- CRD
- #4324645
- Ownership
- 10% but less than 25%
Showing 2 of 14 owners & executives
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KATHERINE MERYL BACKUS
Advisor
- CRD
- #6886499
Terrence Franklyn Daniel Jr.
Advisor
- CRD
- #6976336
Showing 2 of 26 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,220,683,655 | $952,865 |
| Non-Discretionary | $0 | -- |
| Total | $3,220,683,655 | $952,865 |
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Separately Managed Accounts
SMA allocation detail is available
Vista Capital Partners, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Vista Capital Partners, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.