VERNON MANAGEMENT GROUP, INCORPORATED

Overview

Vernon Management Group, Incorporated is an independent registered investment adviser that focuses on individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. The firm combines advisory services with insurance brokerage capabilities, which suggests insurance products and risk-transfer strategies can be woven into client plans alongside investment management. Investment positioning is equity‑centric: the firm shows a clear preference for exchange‑traded equities as the primary sleeve in client portfolios. They are not characterized as a capital allocator, so portfolio construction appears to be managed in-house rather than driven by broad outsourced manager allocations. Vernon Management Group is not identified as an active ESG investor and is not listed as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices