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Vsm Wealth Advisory, LLC

● SEC registered since 2021CRD 313717SEC# 801-121412Hunt Valley, MD
Export (members)
Reg. AUM
$587.1M
Employees
6
Accounts
624
Location
Hunt Valley, MD

Vsm Wealth Advisory, LLC assets under management

Vsm Wealth Advisory, LLC is an investment advisory firm registered with the SEC based in Hunt Valley, MD. The firm has been registered since 2021. It reports $587.1 million in regulatory assets under management and employs 6 people.

Vsm Wealth Advisory, LLC owners & executives

4 reported
NameTitleOwnershipSince
Fch Capital Management, LLC ControlOwnerOver 75%2021
Fred C Hill ControlManager And Chief Operating OfficerUnder 5%2021
Robert Frank Mewshaw ControlPresident, Chief Compliance OfficerUnder 5%2021
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Frequently asked questions

How much does Vsm Wealth Advisory, LLC manage?

Vsm Wealth Advisory, LLC reports $587.1 million in regulatory assets under management on its Form ADV.

How many employees does Vsm Wealth Advisory, LLC have?

Vsm Wealth Advisory, LLC reports 6 employees.

Where is Vsm Wealth Advisory, LLC located?

Vsm Wealth Advisory, LLC is based in Hunt Valley, MD and has been SEC-registered since 2021.

Does Vsm Wealth Advisory, LLC disclose fund performance?

Vsm Wealth Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11350 McCormick Road, Executive Plaza I, Suite 300, Hunt Valley, MD 21031
Phone410-825-8844
Fax410-825-8520
Office hours5-Sep
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$587.1M
Non-discretionary$0
Total (RAUM)$587.1M