# Katelyn Cummings

> Katelyn Cummings is a fee-only financial advisor at Vision Capital Management in Portland, Oregon, who holds the CFP credential. Vision Capital Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/katelyn-cummings/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Vision Capital Management
- **Based in:** Portland, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $1.23B across 1,800 accounts
- **Credentials:** CFP
- **CRD:** 7172190 (https://adviserinfo.sec.gov/individual/summary/7172190)
- **SEC registration:** Investment adviser representative in OR
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://www.vcmi.net

## Frequently asked questions

### Is Katelyn Cummings a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Katelyn 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 Katelyn charge for financial advice?

Katelyn's firm, Vision Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Katelyn Cummings based?

Katelyn Cummings is based in Portland, Oregon.

### What credentials does Katelyn Cummings hold?

Katelyn Cummings holds the CFP credential.

### Is Katelyn Cummings registered with the SEC?

Yes. Katelyn Cummings is registered as an investment adviser representative in OR (CRD 7172190), 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 Katelyn Cummings?

Through Katelyn's website, www.vcmi.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7172190): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.