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
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ATLAS, MICHELLE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ATLAS, MICHELLE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ATLAS, MICHELLE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ATLAS, MICHELLE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ATLAS, MICHELLE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ATLAS-QUINN, MICHELLE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ATLAS-QUINN, MICHELLE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCONNELL, HARVEY, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MESSER, JANET, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MESSER, JANET, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MESSER, JANET, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MULLINS, TRUDY, BRIDGES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MULLINS, TRUDY, BRIDGES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MULLINS, TRUDY, BRIDGES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MULLINS, TRUDY, BRIDGES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MULLINS, TRUDY, BRIDGES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VOGEN, ERIC, LLOYD | I | DIRECTOR ~ CHIEF COMPLIANCE OFFICER | E | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| VOGEN, ERIC, LLOYD | I | DIRECTOR ~ PORTFOLIO MANAGER | E | Control |
| VOGEN, ERIC, LLOYD | I | DIRECTOR | E | Control |
| VOGEN, ERIC, LLOYD | I | DIRECTOR ~ CHIEF COMPLIANCE OFFICER | E | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| VOGEN, ERIC, LLOYD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT | E | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT | E | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT | E | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT | E | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT | E | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT | D | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT | D | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT | D | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT | D | Control |
| VOGEN, ERIC, LLOYD | I | PRESIDENT | D | Control |
| VOGEN, MARY, JO | I | BUSINESS STRATEGIST | D | Control |
| VOGEN, MARY, JO | I | CHIEF EXECUTIVE OFFICER | D | Control |
| VOGEN, MARY, JO | I | CHIEF EXECUTIVE OFFICER | D | Control |
| VOGEN, MARY, JO | I | CHIEF EXECUTIVE OFFICER | D | Control |
| VOGEN, MARY, JO | I | CHIEF EXECUTIVE OFFICER | D | Control |
| VOGEN, MARY, JO | I | CHIEF EXECUTIVE OFFICER | D | Control |
| VOGEN, MARY, JO | I | CHIEF EXECUTIVE OFFICER | D | Control |
| VOGEN, MARY, JO | I | CHIEF EXECUTIVE OFFICER | D | Control |
| VOGEN, MARY, JO | I | CHIEF EXECUTIVE OFFICER | D | Control |
| VOGEN, MARY, JO | I | CHIEF EXECUTIVE OFFICER | D | Control |
| VOGEN, MARY, JO | I | CHIEF EXECUTIVE OFFICER | D | Control |
| VOGEN, MARY, JO | I | CHIEF EXECUTIVE OFFICER | D | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (12)
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Address
108 SOUTH MAIN STREETSUITE B
DAVIDSON, NC 28036
United States
Phone: 704-894-9639