Vista Capital Partners, Inc.

Overview

Vista Capital Partners, Inc. is an SEC registered investment adviser based in Portland, OR, registered since 2001. It reports $3.2B in assets under management across 3,380 accounts, with 35 employees. It has 23 investment adviser representatives.

Reported AUM

$3.2B

Discretionary

100%

Accounts

3,380

Average account

$953K

Employees

35

Advisory reps

23

Registered since

2001

Jurisdictions

8

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Percentage of Assets

Executive officers 3 of 14

• Dougal Williams Chief Executive Officer, Chief Wealth Officer CRD 4603319
• Douglas Eric Johanson Chief Executive Officer CRD 4324645
• Michael Joseph Oreilly Principal CRD 2440647

11 more executive officers, with direct contact details

Advisory reps 3 of 23

• Jessica Rose Allison Investment Adviser Rep CRD 5690348
• Katherine Meryl Backus Investment Adviser Rep CRD 6886499
• Alexander Michael Canellopoulos Investment Adviser Rep CRD 7938393

20 more advisory reps, with emails, phones and branch locations

Location

Headquarters

9755 SW Barnes Rd Ste 595
Portland, OR 97225

County

Washington

Metro area

Portland-Vancouver-Hillsboro, OR-WA

Region

West

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: vistacp.com

Every state, with registration dates

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