Jeffrey Schmidt
Vision Capital Management · Portland, Oregon
Jeffrey Schmidt is a fee-only financial advisor at Vision Capital Management in Portland, Oregon, who holds the CFA credential. Vision Capital Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Vision Capital Management |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.23B across 1,800 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OR · CRD 4849547 |
| Exams passed | Series 65 (2005) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.vcmi.net |
How Jeffrey's firm compares
- Vision Capital Management's average account is about $683,000, from its Form ADV (assets managed divided by 1,800 accounts).
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Questions about Jeffrey
Is Jeffrey Schmidt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey 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 Jeffrey charge for financial advice?
Jeffrey's firm, Vision Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Jeffrey Schmidt based?
Jeffrey Schmidt is based in Portland, Oregon.
What credentials does Jeffrey Schmidt hold?
Jeffrey Schmidt holds the CFA credential.
Is Jeffrey Schmidt registered with the SEC?
Yes. Jeffrey Schmidt is registered as an investment adviser representative in OR (CRD 4849547), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vision Capital Management manage?
Vision Capital Management reports $1.23B across 1,800 accounts in assets under management.
How do I contact Jeffrey Schmidt?
Through Jeffrey's website, www.vcmi.net.
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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