SourcingSourcing

VISION CAPITAL PARTNERS

B60
CRD 175147·SEC 801-100364·ANN ARBOR, MI
AUM
$146.6M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$440K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VISION CAPITAL PARTNERS
CRD
175147
SEC file #
801-100364
EIN
—
DBA names
—

Economics

AUM
$146.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$137.9M → $146.6M▲ +6%
Client mix
Individuals Other94
Individuals High Net Worth43
Pension Profit Sharing Plans3
Charitable Organizations1

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
4 advisors → 2 advisors▼ -50%
Primary office
ANN ARBOR MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/21/2026
ADV-W filed at
—
Website
facebook.com/visioncapitalpartnersinc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Duncan, Thomas, Wesley
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Duncan, Thomas, Wesley
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:vision.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4309377
Trust Company Affiliate
No

People (2)

2
Duncan, Thomas, Wesley
IAR · Direct Owner · 87.5%
4309377
Julie E. Hall Labrune
IAR
4663254