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Vision Casting Financial Planning
VISION CASTING FINANCIAL PLANNING, LLC is an SEC-registered investment adviser in Spokane, WA. The firm manages $14 million in assets, $13 million on a...
Vision Casting Financial Planning
VISION CASTING FINANCIAL PLANNING, LLC is an SEC-registered investment adviser in Spokane, WA. The firm manages $14 million in assets, $13 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
Spokane
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Vision Casting Financial Planning?
The firm does not publicly name its investment principals. As a private RIA operating in a family-office structure, investment decisions are likely made by a small internal team or the principal whose capital is being managed. Public records do not list a CEO, CIO, or managing partner.
Does Vision Casting Financial Planning invest in public equities or hedge funds?
Based on the firm's stated focus on private credit and real estate, it likely avoids public equities and hedge funds. Its registered investment advisor disclosure suggests a concentration on private-market direct investments rather than liquid strategies.
How does Vision Casting Financial Planning source deal flow?
The firm does not describe its sourcing model publicly. Given its private-credit and real estate focus, deal flow likely comes from direct relationships with borrowers, sponsors, and real estate developers rather than through intermediaries or placement agents.
Is Vision Casting Financial Planning a single-family office or a multi-family office?
The firm operates as a registered investment advisor, which gives it the structure to serve multiple families. However, its limited public profile and small scale suggest it may function as a single-family office that also advises a small number of external clients.
What investment stages does Vision Casting Financial Planning typically target?
The firm's private-credit focus implies it targets direct lending opportunities rather than early-stage equity. In real estate, it likely pursues income-producing properties or value-add acquisitions rather than ground-up development.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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