VERMILION ASSET MANAGEMENT, LLC

RIASEC Registered
Total AUM
$63.7M
Discretionary
$0
0% of AUM
Avg account
$4.2M
Accounts
15
Employees
1
Advisory reps
1

Firm details

Headquarters
LAFAYETTE, Louisiana
CRD number
134801
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI94.19%
  • Individuals5.81%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Vermilion Asset Management, LLC is a small, owner-operated advisory firm that provides portfolio management for individuals and small businesses. The firm is structured as an LLC and operates under an owner-type described as individual. Its client base is focused on private clients and families rather than institutional mandates. Vermilion charges a mix of fee types—including asset-based fees, hourly billing, fixed fees and other arrangements—rather than relying on a single pricing model. The firm is not characterized as an active ESG investor and is not listed as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: US Government Bonds 57%, Exchange Traded Equities 41%, Cash & Cash Equivalents 2%57%
  • US Government Bonds57%
  • Exchange Traded Equities41%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • BRENT ABSHIRE

    Owner / Financial AdvisorCRD 3180794

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

LAFAYETTE, LA

LAFAYETTE

Location

LAFAYETTE, LA

Headquartered in LAFAYETTE, LA, anchoring the Lafayette-Opelousas-Morgan City, LA metro in the South.

Metro area
Lafayette-Opelousas-Morgan City, LA
Region
South
County
LAFAYETTE
Address
345 Doucet Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth