Firm profile

VANTAGE CONSULTING GROUP INC

VIRGINIA BEACH, VACRD 105240Latest ADV March 30, 2026

Vantage Consulting Group Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Virginia Beach, VA. Its latest Form ADV filing, dated March 30, 2026, reports $242M in regulatory assets under management, 10 employees, and 7 accounts.

Assets Under Management
$242M
Employees
10
Offices
--
Total Clients
7
Primary office
VIRGINIA BEACH, VA
3500 PACIFIC AVE, VIRGINIA BEACH, VA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOMark T. Finn
CCOMark T. Finn
CIOJonathan F. Finn

Advisory services offered

6 types reported
Other advisory services
Pension consulting services
Portfolio management for businesses

Fee models offered

4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
7
Categories with <5 clients
FAMILY ACCOUNTS<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$242Mas of March 30, 2026
Discretionary100.0%
$242M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$242M
Total Accounts7
10Y AUM Change$-1.9B (-88.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees10
Clients per Employee1:1
10Y Employee Change-8 (-44.4%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.