Vision Capital Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.
Vision Capital Partners reports 145 clients. They include 97 individual clients, 43 high-net-worth individuals, and 3 pension and profit-sharing plans. Of its assets, 100.0% ($168M across 382 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 18% |
| High-net-worth individuals | 30% | 77% |
| Pension and profit-sharing plans | 2% | 4% |
| Charitable organizations | <1% | 1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 97 | $30.4M | 18.0% | $313K |
| High-net-worth individuals | 43 | $129M | 76.9% | $3.01M |
| Pension and profit-sharing plans | Fewer than 5 | $6.6M | 3.9% | $2.2M |
| Charitable organizations | Fewer than 5 | $1.88M | 1.1% | $1.88M |
| Corporations and other businesses | 1 | $8 | 0.0% | $8 |
| Total | 145 | $168M | 100% | — |
- Clients
- 97
- Regulatory AUM
- $30.4M
- AUM share
- 18.0%
- Avg. per client
- $313K
- Clients
- 43
- Regulatory AUM
- $129M
- AUM share
- 76.9%
- Avg. per client
- $3.01M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.6M
- AUM share
- 3.9%
- Avg. per client
- $2.2M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.88M
- AUM share
- 1.1%
- Avg. per client
- $1.88M
- Clients
- 1
- Regulatory AUM
- $8
- AUM share
- 0.0%
- Avg. per client
- $8
Total
- Clients
- 145
- Regulatory AUM
- $168M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Vision Capital Partners is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Defined Contribution Plans
- Advisory fee for defined contribution plans is an annual rate of 0.25% to 2.75% of plan assets, billed quarterly in advance.
- Financial Planning and Consulting
- Billed hourly at $100 to $300, or as a fixed fee of $3,000 to $25,000, which may be negotiable depending on complexity.
Thomas Duncan owns 75% or more of Vision Capital Partners. The leadership team of Vision Capital Partners includes President Thomas Duncan. It has 4 employees, 2 of them in advisory roles.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Vision Capital Partners, Inc.
Thomas Duncan
Control person · since June 2015
Vision Capital Partners’ regulatory assets grew from $126M (June 2021) to $168M (September 2026); clients fell from 253 to 145 and employees from 5 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $168M | 145 | 4 | 1 |
| Apr 2026April 2026 | $147M | 141 | 4 | 1 |
| Oct 2023October 2023 | $106M | 175 | 3 | 3 |
| May 2023May 2023 | $134M | 620 | 5 | 3 |
| Feb 2022February 2022 | $160M | 583 | 6 | 3 |
| Jun 2021June 2021 | $126M | 253 | 5 | 3 |
Besides its headquarters, Vision Capital Partners has 0 offices, with 1 listed address in 1 state.
Michigan · 1 listed address
- 2211 Old Earhart RD., Suite 155, Ann ArborHQ
Contact and registration details
- Legal name
- Vision Capital Partners, Inc.
- Headquarters
- 2211 Old Earhart RD., Suite 155, Ann Arbor, MI 48105
- Website
- visioncapitalpartners.com
- Phone
- 734-356-3250
- @vision-capital-partners
- SEC file
- 801-100364
- Structure
- Michigan corporation
- Fiscal year end
- June
Vision Capital Partners’ named custodian for separately managed accounts is Charles Schwab ($149M). Vision Capital Partners has custody of $85M for 52 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $149M100%
At year end, Vision Capital Partners’ separately managed accounts were mostly in funds (93%).
What the accounts hold
- Stocks8%
- Exchange-traded equities7%
- Non-exchange-traded equities1%
- Funds93%
- Registered funds92%
- Pooled vehicles1%
- Cash1%
How many clients does Vision Capital Partners have?
Vision Capital Partners has 145 clients and manages $168 million for them, as of September 2026. They include 97 individual clients, 43 high-net-worth individuals, and 3 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 September 2026
What services does Vision Capital Partners offer?
Vision Capital Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Vision Capital Partners use?
Vision Capital Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $149M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 September 2026
How many financial advisors does Vision Capital Partners have?
Vision Capital Partners has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Vision Capital Partners invest in?
At the end of its last fiscal year, Vision Capital Partners’ separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities, 1% non-exchange-traded equities, 1% pooled vehicles (private funds and similar) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Vision Capital Partners?
Vision Capital Partners’ direct owner is Thomas Duncan (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 September 2026
How does Vision Capital Partners get paid?
Vision Capital Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Vision Capital Partners?
Vision Capital Partners’ main office is at 2211 Old Earhart RD., Suite 155, Ann Arbor, MI 48105. Its phone number is 734-356-3250. Its website is visioncapitalpartners.com.