Vandenburg Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 286625
- Website
- www.vandenburgcm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.93%
- Individuals21.07%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Vandenburg Capital Management is a privately owned corporate RIA that focuses on portfolio management for individuals and small businesses. The firm serves individual and family clients on a percentage-of-assets fee model. It does not identify as an active ESG investor, does not position itself as a pension consultant, and is not characterized as a capital allocator or related adviser. The firm lists an insurance company among its industry affiliations, which aligns with its use of insurance-linked products in client solutions.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities14%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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