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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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