VANDERBILT ADVISORY SERVICES

Overview

Vanderbilt Advisory Services is an independent registered investment adviser operating as a limited liability company and registered with the SEC since 2012. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals, small businesses and larger institutions. Its fee arrangements include asset-based fees alongside hourly and fixed-fee engagements, which allows the firm to tailor billing to client needs. Investment activity centers on an equity-first posture: the firm shows a clear preference for exchange-traded equities as the primary allocation vehicle. Vanderbilt complements that core equity exposure with third-party alternative managers and insurance products where appropriate, deploying alternatives primarily as diversifiers and yield-enhancing sleeves. The firm does not identify as an active ESG investor. Affiliations with broker‑dealers and insurance companies suggest it combines advisory portfolios with access to annuity and insurance solutions when client objectives call for them.

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Public Holdings

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Location & Offices