VISION CAPITAL MANAGEMENT CORPORATION
Legal name: VISION CAPITAL & MANAGEMENT
CRD #118363 SEC #801-66188 DAVIDSON, NC 704-894-9639
SEC Registered
Total AUM
$120.9M
Discretionary
$120.9M
Employees
6
Clients
10
Accounts
156
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $120.9M | $120.9M | $0 | 6 | 1 |
| Mar 2024 | $158.8M | $158.8M | $0 | 7 | 1 |
| Mar 2023 | $151.3M | $151.3M | $0 | 7 | 1 |
| Aug 2022 | $143.5M | $143.5M | $0 | 7 | 1 |
| Mar 2022 | $143.5M | $143.5M | $0 | 7 | 1 |
| Jul 2021 | $133.2M | $133.2M | $0 | 6 | 0 |
| May 2021 | $133.2M | $133.2M | $0 | 6 | 0 |
| Mar 2021 | $133.2M | $133.2M | $0 | 6 | 0 |
| Jun 2020 | $113.3M | $113.3M | $0 | 6 | 0 |
| Mar 2020 | $113.3M | $113.3M | $0 | 6 | 0 |
| Mar 2019 | $109.9M | $109.9M | $0 | 6 | 0 |
| Mar 2018 | $113.5M | $113.5M | $0 | 6 | 0 |
| Jul 2017 | $103.4M | $103.4M | $0 | 7 | 26 |
| Mar 2017 | $103.4M | $103.4M | $0 | 7 | 26 |
| Mar 2016 | $99M | $99M | $0 | 6 | 26 |
| Dec 2015 | $100.4M | $100.4M | $0 | 6 | 26 |
| Aug 2015 | $100.4M | $100.4M | $0 | 6 | 26 |
| Jul 2015 | $84.9M | $55.5M | $29.4M | 6 | 26 |
| Jul 2015 | $84.9M | $55.5M | $29.4M | 6 | 26 |
| Jul 2015 | $84.9M | $55.5M | $29.4M | 6 | 26 |
| Mar 2015 | $84.9M | $55.5M | $29.4M | 6 | 26 |
| Mar 2014 | $130.8M | $97.5M | $33.2M | 6 | 26 |
| Jan 2014 | $130.8M | $97.5M | $33.2M | 6 | 26 |
| Nov 2013 | $116.2M | $88.9M | $27.3M | 8 | 26 |
| Oct 2013 | $116.2M | $88.9M | $27.3M | 8 | 26 |
| Jun 2013 | $116.2M | $88.9M | $27.3M | 8 | 26 |
| Mar 2013 | $116.2M | $88.9M | $27.3M | 8 | 26 |
| Apr 2012 | $121.8M | $82.3M | $39.6M | 1 | 26 |
| Feb 2012 | $121.8M | $82.3M | $39.6M | 1 | 26 |
| Jul 2011 | $103.2M | $83.3M | $19.9M | 5 | -- |
| Mar 2009 | $98.8M | $74.9M | $23.9M | 5 | -- |
| Feb 2007 | $111.9M | $65.8M | $46.1M | 5 | -- |
| Dec 2006 | $52M | $20M | $32M | 5 | -- |
| Jan 2006 | $52M | $20M | $32M | 5 | -- |
DateMar 2025
Total AUM$120.9M
Discretionary$120.9M
Non-Disc.$0
Employees6
Clients1
DateMar 2024
Total AUM$158.8M
Discretionary$158.8M
Non-Disc.$0
Employees7
Clients1
DateMar 2023
Total AUM$151.3M
Discretionary$151.3M
Non-Disc.$0
Employees7
Clients1
DateAug 2022
Total AUM$143.5M
Discretionary$143.5M
Non-Disc.$0
Employees7
Clients1
DateMar 2022
Total AUM$143.5M
Discretionary$143.5M
Non-Disc.$0
Employees7
Clients1
DateJul 2021
Total AUM$133.2M
Discretionary$133.2M
Non-Disc.$0
Employees6
Clients0
DateMay 2021
Total AUM$133.2M
Discretionary$133.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$133.2M
Discretionary$133.2M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$109.9M
Discretionary$109.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$113.5M
Discretionary$113.5M
Non-Disc.$0
Employees6
Clients0
DateJul 2017
Total AUM$103.4M
Discretionary$103.4M
Non-Disc.$0
Employees7
Clients26
DateMar 2017
Total AUM$103.4M
Discretionary$103.4M
Non-Disc.$0
Employees7
Clients26
DateMar 2016
Total AUM$99M
Discretionary$99M
Non-Disc.$0
Employees6
Clients26
DateDec 2015
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees6
Clients26
DateAug 2015
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees6
Clients26
DateJul 2015
Total AUM$84.9M
Discretionary$55.5M
Non-Disc.$29.4M
Employees6
Clients26
DateJul 2015
Total AUM$84.9M
Discretionary$55.5M
Non-Disc.$29.4M
Employees6
Clients26
DateJul 2015
Total AUM$84.9M
Discretionary$55.5M
Non-Disc.$29.4M
Employees6
Clients26
DateMar 2015
Total AUM$84.9M
Discretionary$55.5M
Non-Disc.$29.4M
Employees6
Clients26
DateMar 2014
Total AUM$130.8M
Discretionary$97.5M
Non-Disc.$33.2M
Employees6
Clients26
DateJan 2014
Total AUM$130.8M
Discretionary$97.5M
Non-Disc.$33.2M
Employees6
Clients26
DateNov 2013
Total AUM$116.2M
Discretionary$88.9M
Non-Disc.$27.3M
Employees8
Clients26
DateOct 2013
Total AUM$116.2M
Discretionary$88.9M
Non-Disc.$27.3M
Employees8
Clients26
DateJun 2013
Total AUM$116.2M
Discretionary$88.9M
Non-Disc.$27.3M
Employees8
Clients26
DateMar 2013
Total AUM$116.2M
Discretionary$88.9M
Non-Disc.$27.3M
Employees8
Clients26
DateApr 2012
Total AUM$121.8M
Discretionary$82.3M
Non-Disc.$39.6M
Employees1
Clients26
DateFeb 2012
Total AUM$121.8M
Discretionary$82.3M
Non-Disc.$39.6M
Employees1
Clients26
DateJul 2011
Total AUM$103.2M
Discretionary$83.3M
Non-Disc.$19.9M
Employees5
Clients--
DateMar 2009
Total AUM$98.8M
Discretionary$74.9M
Non-Disc.$23.9M
Employees5
Clients--
DateFeb 2007
Total AUM$111.9M
Discretionary$65.8M
Non-Disc.$46.1M
Employees5
Clients--
DateDec 2006
Total AUM$52M
Discretionary$20M
Non-Disc.$32M
Employees5
Clients--
DateJan 2006
Total AUM$52M
Discretionary$20M
Non-Disc.$32M
Employees5
Clients--