Vista Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning. Financial planning was provided to 500 clients last fiscal year.
Vista Capital Partners reports 667 clients. They include 450 high-net-worth individuals, 201 individual clients and 8 charitable organizations. Of its assets, 100.0% ($3.22B across 3,380 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 30% | 24% |
| High-net-worth individuals | 67% | 69% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | 1% | 3% |
| Corporations and other businesses | <1% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 201 | $773M | 24.0% | $3.85M |
| High-net-worth individuals | 450 | $2.24B | 69.5% | $4.97M |
| Pension and profit-sharing plans | Fewer than 5 | $16.1M | 0.5% | $4.03M |
| Charitable organizations | 8 | $101M | 3.1% | $12.6M |
| Corporations and other businesses | Fewer than 5 | $92.1M | 2.9% | $23M |
| Total | 667 | $3.22B | 100% | — |
- Clients
- 201
- Regulatory AUM
- $773M
- AUM share
- 24.0%
- Avg. per client
- $3.85M
- Clients
- 450
- Regulatory AUM
- $2.24B
- AUM share
- 69.5%
- Avg. per client
- $4.97M
- Clients
- Fewer than 5
- Regulatory AUM
- $16.1M
- AUM share
- 0.5%
- Avg. per client
- $4.03M
- Clients
- 8
- Regulatory AUM
- $101M
- AUM share
- 3.1%
- Avg. per client
- $12.6M
- Clients
- Fewer than 5
- Regulatory AUM
- $92.1M
- AUM share
- 2.9%
- Avg. per client
- $23M
Total
- Clients
- 667
- Regulatory AUM
- $3.22B
- 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
- 500
Vista Capital Partners charges 0.30%–0.90% a year for its Standard Fee Schedule. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $2,000,000.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 0.90% |
| $2M–$5M | 0.75% |
| $5M–$10M | 0.60% |
| $10M–$20M | 0.45% |
| $20M and above | 0.30% |
Fee details and sources
The leadership team of Vista Capital Partners includes Chief Compliance Officer John Convery. It has 35 employees, 20 of them in advisory roles.
Leadership
- John ConveryChief Compliance Officer
- Jessica AllisonPartner
- Alexander CanellopoulosDirector of Investments
- Andrew DarkinsPartner
- Vanessa DehaanPartner
- Jonathan GannonDirector of Financial Planning
- Robert GreenmanChief Growth Officer
- Tana ThomsonChief People Officer
- Julia TierneyDirector of Legacy Planning
- Lindsey WilliamsChief Client Officer
- Dougal WilliamsCEO, Chief Wealth Officer
- Michael OreillyPrincipal
- Douglas JohansonChairman of the Board
- Douglas PostPartner
Investment adviser representatives
24 representatives listed in the SEC register as of 9 October 2026.
- Maisie Alexander
- Jessica Rose Allison
- Katherine Meryl Backus
- Alexander Michael Canellopoulos
- Terrence Franklyn Daniel Jr.
- Andrew Graham Darkins
- Vanessa Nicole Dehaan
- Jonathan Thomas Gannon
- Robert Douglas Greenman
- Jeffrey Kenneth Griggs
- Benjamin MacKinnon
- Cara Beth Miller
- Brian Thomas Murphy
- Michael Joseph Oreilly
- Douglas Lightner Post
- Joseph Alexander Rayburn
- Lauren Shelly
- Nathan Sheppard
- Julia Patricia Tierney
- Dougal Williams
- Lindsey Woodley Williams
- Nicole Marie Wilson
- Eric Yan
- Patrick Charles Yazhari
Staff
- 35 employees
- 20 in advisory functions
- 20 state-registered reps
- Owns 10% to 25% of Vista Capital Partners, Inc.
Michael Oreilly
Control person · since December 2000
- Owns 10% to 25% of Vista Capital Partners, Inc.
Douglas Johanson
Control person · since May 2011
- Owns 10% to 25% of Vista Capital Partners, Inc.
Dougal Williams
Control person · since August 2024
- Owns 10% to 25% of Vista Capital Partners, Inc.
John Convery
Control person · since March 2011
- Owns 5% to 10% of Vista Capital Partners, Inc.
Robert Greenman
Control person · since October 2020
- Owns 5% to 10% of Vista Capital Partners, Inc.
Lindsey Williams
Control person · since October 2020
- Owns 5% to 10% of Vista Capital Partners, Inc.
Douglas Post
since October 2020
Vista Capital Partners’ regulatory assets grew 1.7× from $1.88B (March 2021) to $3.22B (March 2026); clients rose from 486 to 667 and employees from 25 to 35.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $3.22B | 667 | 35 | 1 |
| April 2025 | $2.72B | 642 | 35 | 1 |
| March 2024 | $2.45B | 619 | 32 | 1 |
| March 2023 | $2.09B | 545 | 35 | 1 |
| March 2022 | $2.66B | 525 | 31 | 1 |
| March 2021 | $1.88B | 486 | 25 | 1 |
Besides its headquarters, Vista Capital Partners has 0 offices, with 1 listed address in Oregon.
Oregon · 1 listed address
- 9755 SW Barnes Road, Suite 595, PortlandHQ
Contact and registration details
- Legal name
- Vista Capital Partners, Inc.
- Headquarters
- 9755 SW Barnes Road, Suite 595, Portland, OR 97225
- Website
- vistacapitalpartners.com
- Phone
- 503-772-9500
- @vista-capital-partners
- SEC file
- 801-60536
- Founded
- 2001
- Structure
- Oregon corporation
- Fiscal year end
- December
Vista Capital Partners uses Charles Schwab ($3.22B) as custodian for its separately managed accounts. Vista Capital Partners has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $3.22B100%
At year end, Vista Capital Partners’ separately managed accounts were mostly in stocks (80%) and bonds (11%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.14B across 170 positions; the largest are Vanguard Total U.S. Stock Market Index Fund (36.9%), Vanguard Value Index Fund (14.4%) and Vanguard REIT Index Fund (12.7%).
What the accounts hold
- Stocks80%
- Bonds11%
- U.S. government and agency bonds8%
- State and local bonds3%
- Cash3%
- Other6%
- Other is composed of non u.s. bonds and reits6%
Reported 13F holdings
- $1.14B
- Reported 13F value
- 170
- Positions
- 85.0%
- In the 10 largest
- +15.0%
- Value vs. prior quarter
- Vanguard Total U.S. Stock Market Index Fund · Total Stk Mkt36.9%
- Vanguard Value Index Fund · Value ETF14.4%
- Vanguard REIT Index Fund · REIT ETF12.7%
- Vanguard Growth Index Fund · Growth ETF8.4%
- Vanguard Small Cap Index Fund · Small Cp ETF6.8%
- Schwab U.S. Broad Market Index Fund · US Brd Mkt ETF1.9%
- Apple Inc.1.3%
- Microsoft Corp.1.2%
- Vanguard S&P 500 ETF · S&P 500 ETF Shs0.7%
- Schwab U.S. REIT Fund · US REIT ETF0.7%
Together, the ten largest are 85.0% of reported value.
How many clients does Vista Capital Partners have?
Vista Capital Partners has 667 clients and manages $3.22 billion for them, as of March 2026. They include 450 high-net-worth individuals, 201 individual clients and 8 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Vista Capital Partners offer?
Vista Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Vista Capital Partners charge?
Vista Capital Partners charges 0.30%–0.90% a year for its Standard Fee Schedule. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $2,000,000.
Source: VISTA CAPITAL PARTNERS ADV BROCHURE, filed 27 March 2026
Which custodians does Vista Capital Partners use?
Vista Capital Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $3.22B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Vista Capital Partners have?
Vista Capital Partners has 20 investment adviser representatives registered with state securities authorities, out of 35 employees, and 20 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Vista Capital Partners invest in?
At the end of its last fiscal year, Vista Capital Partners’ separately managed accounts held 80% exchange-traded equities, 8% U.S. government and agency bonds, 6% other, 3% state and local bonds and 3% cash and equivalents. The 6% other category is described as: Other Is Composed of Non U.S. Bonds and Reits.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Vista Capital Partners have a minimum investment?
Yes, Vista Capital Partners’ minimum account size for its Standard Fee Schedule is $2M.
Source: VISTA CAPITAL PARTNERS ADV BROCHURE, filed 27 March 2026
Who owns Vista Capital Partners?
Vista Capital Partners’ direct owners are Michael Oreilly, Douglas Johanson, Dougal Williams, John Convery, Robert Greenman, Lindsey Williams and Douglas Post, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Vista Capital Partners get paid?
Vista Capital Partners is paid through a percentage of assets under management. 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
Is Vista Capital Partners registered with the SEC?
Yes, Vista Capital Partners has been registered with the SEC as an investment adviser since 31 August 2001. Its CRD number is 114913 and its SEC file number is 801-60536.
Source: Form ADV Part 1A, Item 1, filed 27 March 2026; IAPD firm record
How do I contact Vista Capital Partners?
Vista Capital Partners’ main office is at 9755 SW Barnes Road, Suite 595, Portland, OR 97225. Its phone number is 503-772-9500. Its website is vistacapitalpartners.com.