Vantage Financial Group, Inc.

Overview

Vantage Financial Group, Inc. is an independent registered investment adviser that has been SEC-registered since 1988 and is owned by an individual. The firm serves a mix of individual, family and institutional clients and combines advisory services with insurance brokerage. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm’s fee model is flexible: it charges percentage-of-AUM fees but also uses hourly and fixed fees and, in some cases, commissions. Vantage is not structured as a capital allocator or a multi-state adviser per its snapshot, and it does not identify as an active ESG investor. The firm reports working across both discretionary and non-discretionary mandates, and it custodys client assets with Pershing.

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Location & Offices