VSM Wealth Advisory, LLC

RIASEC Registered
Total AUM
$678M
Discretionary
$678M
100% of AUM
Avg account
$445K
Accounts
1,524
Employees
6
Advisory reps
5

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

FINTRX

Overview

VSM Wealth Advisory, LLC is an independent registered investment adviser structured as an LLC and operating since 2021. The firm provides portfolio management for individuals and small businesses and serves both individual/family and institutional clients. Its fee arrangements include asset-based fees, hourly charges and fixed fees. The firm describes itself as an active ESG investor and is not organized as a capital allocator; it does not report related-adviser or pension consulting activity and it does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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: Exchange Traded Equities 56%, Cash & Cash Equivalents 24%, Public Funds/Mutual Funds 20%56%
  • Exchange Traded Equities56%
  • Cash & Cash Equivalents24%
  • Public Funds/Mutual Funds20%

Owners & executives

2 of 2
  • Robert Mewshaw

    Robert Mewshaw

    President, Chief Investment OfficerCRD 730441

  • Fred Hill

    Fred Hill

    Chief Operating OfficerCRD 5483393

Contacts

3 of 3
  • Christopher Blair

    Christopher Blair

    Investment CounselorCRD 6344122

  • Alexander Barron

    Alexander Barron

    Senior Investment CounselorCRD 1754853

  • Bryan Thaler

    Bryan Thaler

    Senior Investment CounselorCRD 2928192

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 195

Active vs passive

$340M in ETFs

Passive

77%

$261M

Active

13%

$79.3M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD LARGE-CAP INDEX FUND (VV)VanguardPassiveLarge Blend$57.4M166,93216.87%
Unlock additional holdings →

Location

Primary office

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 Mc Cormick Rd
Time zone
ET (UTC-5)
Office locations

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