Vantage Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Cleveland, OH. Its latest Form ADV filing, dated March 30, 2026, reports $867M in regulatory assets under management, 60 employees, 6 offices, and 2,521 accounts.
Top client segmentIndividuals represent 66.0% of total clients.
Top client categories% of clientsClients
1
Individuals
66.0%
1,664
2
HNWI
32.4%
818
3
Corporations
0.8%
20
4
Charitable
0.6%
15
5
Pension Plans
0.2%
4
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$867Mas of March 30, 2026
Discretionary82.3%
$713M
82% of total RAUM82.3%
Non-discretionary17.7%
$153M
18% of total RAUM17.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$867M
Total Accounts2,521
10Y AUM Change+$440M (+103.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees60
Clients per Employee42:1
10Y Employee Change+9 (+17.6%)
* 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.