Katelyn Cummings
Vision Capital Management · Portland, Oregon
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.
Request an introduction to Katelyn →
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 | CFP |
| SEC registration | Investment adviser representative in OR · CRD 7172190 |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.vcmi.net |
How Katelyn's firm compares
- Vision Capital Management's average account is about $683,000, from its Form ADV (assets managed divided by 1,800 accounts).
Request an introduction to Katelyn
Tell Katelyn a little about what you're looking for. Katelyn isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Katelyn
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.
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.
See something wrong? Request a correction. Read our methodology.