Unclaimed Profile

Suzanne Phelps Mcgrath

VISION CAPITAL MANAGEMENT, INC.·PORTLAND, Oregon

Series 4, Series 7, Series 63, Series 6527 years registeredVISION CAPITAL MANAGEMENT, INC.

4380 S MACADAM AVENUE, PORTLAND, OR 97239CRD# 1193291Firm CRD# 107793

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Suzanne Phelps Mcgrath · PORTLAND, OR

Registration

CRD #1193291 · VISION CAPITAL MANAGEMENT, INC. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VISION CAPITAL MANAGEMENT, INC.

VISION CAPITAL MANAGEMENT INC

Aug 1999 – Dec 2024

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 63

Series 65

Registration record

First registered · August 12, 1999

Years registered · 27

Disclosure History

2000Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

VISION CAPITAL MANAGEMENT, INC.

CRD 107793 · SEC 801-56669

AUM

$1.0B

Regulatory assets under management

Employees

1,611 client accounts

Services offered by VISION CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at VISION CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Suzanne Phelps Mcgrath offer?

Suzanne Phelps Mcgrath specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Suzanne Phelps Mcgrath's credentials?

Suzanne Phelps Mcgrath is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Suzanne Phelps Mcgrath located?

Suzanne Phelps Mcgrath is based in PORTLAND, Oregon, last registered with VISION CAPITAL MANAGEMENT, INC..

How does Suzanne Phelps Mcgrath charge for services?

Suzanne Phelps Mcgrath's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VISION CAPITAL MANAGEMENT, INC.?

VISION CAPITAL MANAGEMENT, INC. has approximately 14 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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