Eric Vogen
Vision Capital & Management · Mooresville, North Carolina
Eric Vogen is a fee-only financial advisor at Vision Capital & Management in Mooresville, North Carolina, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 1406908 |
| Exams passed | Series 63 (1987) · Series 65 (2004) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.visioncapitalmgt.com |
| Profile |
How Eric'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 Eric
Is Eric Vogen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric 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 Eric charge for financial advice?
Eric's firm, Vision Capital & Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Eric Vogen based?
Eric Vogen is based in Mooresville, North Carolina.
What credentials does Eric Vogen hold?
Eric Vogen holds the CFP credential.
Is Eric Vogen registered with the SEC?
Yes. Eric Vogen is registered as an investment adviser representative in NC (CRD 1406908), 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 Eric Vogen?
Through Eric'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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