Douglas
Post

Vista Capital Partners, Inc

CRD#5451042
Investment Advisor
in Portland, OR

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About this Advisor

Douglas Post is a financial advisor based in Portland, Oregon, who has 16 years of relevant experience. Post currently works for Vista Capital Partners, Inc. They have been with Vista Capital Partners, Inc for the entirety of their career. Post has a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Oregon. Vista Capital Partners, Inc is an advisory firm operating out of Portland, OR. It controls $2 billion in assets across its 2,802 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises seven charitable organizations. Of its 2,802 accounts, 41% are held by high-net-worth investors who have more than $1 million in assets. The firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees depend on the services offered. However, fees billed by Vista Capital Partners, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

9755 Sw Barnes Road Suite 595
Portland, OR 97225

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Vista Capital Partners, Inc Brokerage Details

Total Assets Under Management

$2,090,204,250

OR Average: $1,120,203,312
Total Number of Employees

35

OR Average: 50
Total Number of Accounts

2,802

OR Average: 1,309
Average Account Size

$745,969

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Douglas Post Work History

Douglas has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

Vista Capital Partners

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Douglas Post to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vista Capital Partners, Inc

Julia Tierney
Portland, OR
Andrew Darkins
Portland, OR
Patrick Yazhari
Portland, OR
Terrence Daniel
Portland, OR
Emily Genor
Portland, OR
Christopher Roberts
Portland, OR
Eric Yan
Portland, OR
Jonathan Gannon
Portland, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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