RIA Intel›Advisers›California›VISION CAPITAL INVESTMENT MANAGEMENT INC

VISION CAPITAL INVESTMENT MANAGEMENT INC

Advisory

SAN FRANCISCO, CA

Data as of Aug 17, 2026 · Source: SEC Form ADV

Rank in CA

#3,133

of 5,480 advisers by AUM

Average account

$681K

across 102 accounts

AUM per adviser

$70M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 17, 2026.

Total AUM

$70M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$70M

Discretionary AUM$67M

Non-Discretionary AUM$2M

Discretionary %96.9%

Total Clients61

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

61 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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