PPrivate Fund Data Log in Join · $37/mo

Vision Capital Management Corporation

● SEC registered since 2006CRD 118363SEC# 801-66188Davidson, NC
Export (members)
Reg. AUM
$120.9M
Employees
6
Accounts
156
Location
Davidson, NC

Vision Capital Management Corporation assets under management

Vision Capital Management Corporation is a registered investment adviser overseen by the SEC based in Davidson, NC. The firm has been registered since 2006. It reports $120.9 million in regulatory assets under management and employs 6 people.

Vision Capital Management Corporation owners & executives

3 reported
NameTitleOwnershipSince
Eric Lloyd Vogen ControlPresident50-75%2004
Janet Lynn Messer ControlChief Compliance OfficerUnder 5%2022
Mary Jo Vogen ControlChief Executive Officer50-75%2019

Frequently asked questions

How much does Vision Capital Management Corporation manage?

Vision Capital Management Corporation reports $120.9 million in regulatory assets under management on its Form ADV.

How many employees does Vision Capital Management Corporation have?

Vision Capital Management Corporation reports 6 employees.

Where is Vision Capital Management Corporation located?

Vision Capital Management Corporation is based in Davidson, NC and has been SEC-registered since 2006.

Does Vision Capital Management Corporation disclose fund performance?

Vision Capital Management Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address108 South Main Street, Suite B, Davidson, NC 28036
Phone704-894-9639
Fax704-894-9629
Office hours9:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$120.9M
Non-discretionary$0
Total (RAUM)$120.9M