Vision Capital Partners, Inc.
- Regulatory AUM
- $168M
- Discretionary
- $168M
- Clients
- 145
- Avg AUM / client
- $1.2M
- Accounts
- 382
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 97 | $30.4M | 18.0% |
| High net worth individuals | 43 | $129M | 76.9% |
| Pension and profit sharing plans | 3 | $6.6M | 3.92% |
| Charitable organizations | 1 | $1.9M | 1.12% |
| Corporations and other businesses | 1 | $8 | 0.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas Wesley Duncan | President, Chief Compliance Officer And Managing Member | Jun 2015 (11y) | 75% or more | |
| Julie E. Hall Labrune | Registered representative | CFP | Oct 2020 (6y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/21/2026 | 928 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $131M (89% of AUM) Apr 2026
- E*TRADE (Morgan Stanley) $34.0M (21% of AUM) Feb 2022
- Mutual Trust Co. Of America Securities $29.7M (24% of AUM) Jun 2021
- Axos Clearing $27.7M (26% of AUM) Oct 2023
- Goldman Sachs $19.2M (12% of AUM) Feb 2022
- Advisortrust, Inc. $13.6M (13% of AUM) Oct 2023
- Fidelity Brokerage Services $10.9M (8% of AUM) Nov 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 18, 2026.
View current Form ADV (SEC/IAPD) ↗