VANGUARD CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2025
Total AUM
$8.4T
Discretionary
$8.4T
100% of AUM
Avg account
$65.9B
Accounts
128
Employees
235
Advisory reps
8

Firm details

Headquarters
MALVERN, Pennsylvania
CRD number
338002
Registered since
November 17, 2025
Fee structure
Percentage of AUM, Other
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Vanguard Capital Management, LLC is a U.S.-organized limited liability company that operates as a capital allocator serving institutional clients. The firm offers advisory and portfolio-management services, including management for investment companies and the selection of third‑party advisers. It is registered to perform CPO/CTA activities and indicates roles that include sponsoring or serving as GP/managing member of pooled investment vehicles. The firm charges fees based on a percentage of assets under management (and other fee arrangements) and does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • SARA DEVEREUX

    CIOCRD 3135448

  • JACQUELINE ANGELL

    Chief Compliance OfficerCRD 5606776

Contacts

3 of 6
  • MICHAEL SMOLENSKI

    CRD 2501942

  • MANISH NAGAR

    PrincipalCRD 7470843

  • Laura Merianos

    ManagerCRD 7470787

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 7

Active vs passive

$2.4B in ETFs

Passive

100%

$2.4B

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL BOND MARKET INDEX FUND (BND)VanguardPassiveIntermediate Core Bond$814M11,054,06733.28%

Location

Primary office

MALVERN, PA

CHESTER

Location

MALVERN, PA

Headquartered in MALVERN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
CHESTER
Address
100 Vanguard Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth