VSM WEALTH ADVISORY, LLC
Adviser information for VSM WEALTH ADVISORY, LLC last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Maryland, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 564 | $498.5M |
| Non-Discretionary | 0 | $0 |
| Total | 564 | $498.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 497 | $338.2M |
| HNW Individuals | 66 | $159.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 1 | $1.1M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-121412 |
|---|---|
| SEC ERA File Number | 801-121412 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 313717 |
| Legal Entity Identifier | None |
Principal Office
11350 MCCORMICK ROADEXECUTIVE PLAZA I, SUITE 300
HUNT VALLEY
MD
United States
Monday - Friday, 9 - 5
Tel: 410-825-8844, Fax: 410-825-8520
Websites
Chief Compliance Officer
ROBERT F. MEWSHAW
11350 MCCORMICK ROAD
EXECUTIVE PLAZA I, SUITE 300
HUNT VALLEY
MD
United States
Tel:
410.825.8844
Fax:
410.825.8520
B**@*******M
(Full email address available in API data)
Regulatory Contact
DANA S. GLOOR
COUNSEL
1340 SMITH AVENUE
SUITE 200
BALTIMORE
MD
United States
Tel:
410.220.4756
D***@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Hill, Fred, C | Individual | – | MANAGER AND CHIEF OPERATING OFFICER | 05/2021 | < 5% |
| MEWSHAW, ROBERT, FRANK | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER | 05/2021 | < 5% |
| FCH CAPITAL MANAGEMENT, LLC | Domestic Entity | – | OWNER | 05/2021 | > 75% |
| Hill, Fred, C | Individual | FCH CAPITAL MANAGEMENT, LLC | OWNER | 05/2021 | > 75% |