Donna Pleasant
Vision Capital & Management · Mooresville, North Carolina
Donna Pleasant is a fee-only financial advisor at Vision Capital & Management in Mooresville, North Carolina. Vision Capital & Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Vision Capital & Management |
|---|---|
| Based in | Mooresville, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $144.8M across 160 accounts |
| SEC registration | Investment adviser representative in NC · CRD 4927208 |
| Exams passed | Series 65 (2016) · Series 66 (2005) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.visioncapitalmgt.com |
How Donna's firm compares
- Vision Capital & Management's average account is about $905,000, from its Form ADV (assets managed divided by 160 accounts).
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Questions about Donna
Is Donna Pleasant a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donna holds no broker registration, and Vision Capital & Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donna charge for financial advice?
Donna's firm, Vision Capital & Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Donna Pleasant based?
Donna Pleasant is based in Mooresville, North Carolina.
Is Donna Pleasant registered with the SEC?
Yes. Donna Pleasant is registered as an investment adviser representative in NC (CRD 4927208), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vision Capital & Management manage?
Vision Capital & Management reports $144.8M across 160 accounts in assets under management.
How do I contact Donna Pleasant?
Through Donna's website, www.visioncapitalmgt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- 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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