Vision Capital Management Corporation
- Regulatory AUM
- $145M
- Discretionary
- $145M
- Clients
- 59
- Avg AUM / client
- $2.5M
- Accounts
- 160
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 38 | $14.0M | 9.64% |
| High net worth individuals | 21 | $123M | 84.7% |
| Pension and profit sharing plans | Fewer than 5 clients | $4.0M | 2.73% |
| Charitable organizations | Fewer than 5 clients | $2.0M | 1.38% |
| Corporations and other businesses | Fewer than 5 clients | $2.2M | 1.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Tonkon Torp Llp Profit Sharing And 401(k) Plan Tonkon Torp Llp Profit Sharing And 401(k) Plan | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Lloyd Vogen | President | CFP | Feb 2004 (22y) | 50% – 75% |
| Vogen, Mary, Jo | Chief Executive Officer | Mar 2019 (7y) | 50% – 75% | |
| Messer, Janet, Lynn | Chief Compliance Officer | Nov 2022 (4y) | Less than 5% | |
| Donna Lee Pleasant | Registered representative | Oct 2016 (10y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Tonkon Torp Llp Profit Sharing And 401(k) Plan | Tonkon Torp Llp Profit Sharing And 401(k) Plan | 178 | $143M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 994 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $115M (80% of AUM) Mar 2026
- Jackson National Life Distributors Llc $26.7M (18% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗