VCM Wealth

RIASEC & State Registered
Total AUM
$105M
Discretionary
$105M
100% of AUM
Avg account
$353K
Accounts
297
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
149307
Registered since
March 25, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI86.23%
  • Individuals12.77%
  • Charitable Organizations0.93%
  • Pension & Profit Sharing Plans0.07%
  • Corporations / Businesses0.01%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

VCM Wealth is an independent registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm is owned by an individual and serves both individual/family clients and institutional clients. Its advisory offerings emphasize financial planning and portfolio management for individuals, small businesses, and institutions, and it also produces periodic publications or newsletters. Fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. VCM Wealth does not identify as an active ESG investor and does not operate as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Public Funds/Mutual Funds 94%, Exchange Traded Equities 4%, Cash & Cash Equivalents 2%94%
  • Public Funds/Mutual Funds94%
  • Exchange Traded Equities4%
  • Cash & Cash Equivalents2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 23

Active vs passive

$112M in ETFs

Passive

72%

$80.8M

Active

19%

$30.9M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$29M38,04925.98%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth