VSM WEALTH ADVISORY, LLC
Firm details
- Headquarters
- HUNT VALLEY, Maryland
- CRD number
- 313717
- Registered since
- May 6, 2021
- Website
- www.vs-m.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.8%
- Individuals16.64%
- Pension & Profit Sharing Plans7.56%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
VSM Wealth Advisory, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm serves individual and family clients as well as institutional relationships, offering fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Its stated advisory activity centers on portfolio management for individuals and small businesses. VSM does not describe itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Cash & Cash Equivalents24%
- Public Funds/Mutual Funds20%
Owners & executives
2 of 2ROBERT MEWSHAW
President, Chief Investment OfficerCRD 730441
Fred Hill
Chief Operating OfficerCRD 5483393
Contacts
3 of 3BRYAN THALER
Senior Investment CounselorCRD 2928192
CHRISTOPHER BLAIR
Investment CounselorCRD 6344122
ALEXANDER BARRON
Senior Investment CounselorCRD 1754853
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 194Active vs passive
$301M in ETFs
77%
$231M
12%
$69.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $50M | 167,368 | 16.63% |
Location
HUNT VALLEY, MD
BALTIMORE
Location
HUNT VALLEY, MD
Headquartered in HUNT VALLEY, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- BALTIMORE
- Address
- 11350 McCormick Rd
- Time zone
- ET (UTC-5)
- Office locations
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