Katelyn
Cummings

Vision Capital Management Inc

CRD#7172190
Investment Advisor
in Portland, OR

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About this Advisor

Katelyn Cummings is a certified financial planner operating out of Portland, Oregon who has 4 years of industry experience. Cummings is currently employed by Vision Capital Management Inc. Their career trajectory has included roles at Vision Capital Management, Omni Events, Inc, Mcmenamins Kennedy School Hotel and Ram Brewery. Cummings can serve investors in Oregon. Vision Capital Management Inc is a financial advisory firm that has its headquarters in Portland, OR. It controls $860 million in assets under management between its 600 accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm provides services to eight charities and foundations. Of its 600 customer accounts, 55% are held by high-net-worth clients who have greater than $1 million in assets. Vision Capital Management Inc performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. Financial advisory fees typically depend on which services the firm provides the client. Fees charged by Vision Capital Management Inc typically consist of asset-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

4380 S Macadam Avenue Suite 350
Portland, OR 97239

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Vision Capital Management Inc Brokerage Details

Total Assets Under Management

$860,220,711

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

14

OR Average: 50
Total Number of Accounts

600

OR Average: 1,309
Average Account Size

$1,433,701

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
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Katelyn Cummings Work History

Katelyn has been registered as a financial advisor for 4 years.*

2016 - Present (8 years)

Vision Capital Management

2016 - 2016 (< 1 year)

Omni Events, Inc

2014 - 2016 (2 years)

Mcmenamins Kennedy School Hotel

2012 - 2014 (2 years)

Ram Brewery

*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 Katelyn Cummings 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 Vision Capital Management Inc

Katelyn Cummings
Portland, OR
Gina Jacobson
Portland, OR
Jeffrey Schmidt
Portland, OR
Matthew Sheets
Portland, OR
John Labarca
Portland, OR
Sarah Quist
Portland, OR
Christopher Sizemore
Portland, OR
Marina Johnson
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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