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VISION CAPITAL PARTNERS

ANN ARBOR, MI · CRD 175147 · IAPD ↗ · 734-356-3250

$168.3MRegulatory AUM
2Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
December 2025 — VISION CAPITAL PARTNERS now reports custody of client assets ($71.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
67
December 2025 — VISION CAPITAL PARTNERS reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.