David Kim
Vision Capital Investment Management · San Francisco, California
David Kim is a fee-only financial advisor at Vision Capital Investment Management in San Francisco, California. David focuses on sustainable & impact investing. Vision Capital Investment Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Vision Capital Investment Management |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | A $250,000 asset minimum |
| Assets under management | $69.5M across 102 accounts |
| SEC registration | Investment adviser representative in CA · CRD 1124279 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.visioncapitalinvestment.com |
| Profile |
How David's firm compares
- Vision Capital Investment Management's average account is about $681,000, from its Form ADV (assets managed divided by 102 accounts).
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Questions about David
Is David Kim a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Vision Capital Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Vision Capital Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does David charge?
According to Vision Capital Investment Management's website, checked October 30, 2026: a $250,000 asset minimum.
Where is David Kim based?
David Kim is based in San Francisco, California.
What does David specialize in?
David's specialties include sustainable & impact investing.
Is David Kim registered with the SEC?
Yes. David Kim is registered as an investment adviser representative in CA (CRD 1124279), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vision Capital Investment Management manage?
Vision Capital Investment Management reports $69.5M across 102 accounts in assets under management.
How do I contact David Kim?
Through David's website, www.visioncapitalinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Francisco
Other advisors in California who focus on sustainable & impact investing
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Vision Capital Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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