VISION CAPITAL & MANAGEMENT

108 South Main Street
Suite B
Davidson, North Carolina 28036
Tel: 704-894-9639

About VISION CAPITAL & MANAGEMENT

VISION CAPITAL & MANAGEMENT, formally registered with the SEC as VISION CAPITAL & MANAGEMENT. The firm was established in 05/15/2006. They have over 1 offices throughout the country.

VISION CAPITAL & MANAGEMENT is a Davidson, North Carolina based Financial Planning firm with nearly $158,838,052 assets under management, offering retirement planning & investment advisory services to 170 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	118363
SEC#	801-66188
Assets Managed by Firm	$158,838,052
No. of Clients	170
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	170	$158,838,052
Individuals (other than high net worth individuals)	35	$8,652,063
High net worth individuals	21	$138,396,773
Pension and profit sharing plans	Fewer than 5 clients	$3,067,155
Charitable organizations	Fewer than 5 clients	$5,678,392
Corporations or other businesses	Fewer than 5 clients	$3,043,669

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BRIGHTHOUSE INVESTMENT ADVISERS, LLC 11225 North Community House Rd Charlotte, NC, 28277	$137,561,001,775	6685	31

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