← Directory
VISTA CAPITAL PARTNERS, INC.
CRD 114913File 801-60536
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.22B
Top 25% of cohort (national)
Discretionary AUM
$3.22B
Clients
667
3,380 accounts
Employees
35
Top 10% of cohort in OR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 31, 2001
- Principal office
- 9755 SW BARNES ROAD, SUITE 595, PORTLAND, OR, 97225
- Phone
- 503-772-9500
- Website
- HTTP://WWW.VISTACP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.22B
- Discretionary AUM
- $3.22B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,380
- Non-discretionary accounts
- 0
- Total accounts
- 3,380
- AUM per client
- $4.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $92.1M |
| Charitable organizations | 8 | $101.1M |
| High net worth individuals | 450 | $2.24B |
| Pension and profit sharing plans | Fewer than 5 | $16.1M |
| Individuals (other than high net worth individuals) | 201 | $773.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 642 | 667 | increased by25 |
| Apr 1, 2026 | AUM | $2,718,788,300 | $3,220,683,655 | increased by$501,895,355 |
| Apr 1, 2026 | Accounts | 3,126 | 3,380 | increased by254 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 31 | 35 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 525 | 642 | increased by117 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,656,805,764 | $2,718,788,300 | increased by$61,982,536 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,368 | 3,126 | increased by758 |
| Apr 1, 2022 | Employees | 25 | 31 | increased by6 |
| Apr 1, 2022 | Clients | 486 | 525 | increased by39 |
| Apr 1, 2022 | AUM | $1,881,679,753 | $2,656,805,764 | increased by$775,126,011 |
| Apr 1, 2022 | Accounts | 2,411 | 2,368 | decreased by43 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VISTA CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VISTA CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.