GRAND RAPIDS, MICRD 118048Latest ADV March 9, 2026
Voisard Asset Management Group is an SEC registered investment adviser organized as a corporation with a primary office location in Grand Rapids, MI. Its latest Form ADV filing, dated March 9, 2026, reports $589M in regulatory assets under management, 8 employees, 1 office, and 1,614 accounts.
Assets Under Management
$589M
Employees
8
Offices
1 office
Total Clients
461
Primary office
GRAND RAPIDS, MI
99 MONROE AVE, NW, SUITE 504, GRAND RAPIDS, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.6% of total clients.
Top client categories% of clientsClients
1
Individuals
61.6%
284
2
HNWI
35.1%
162
3
Pension Plans
2.6%
12
4
Corporations
0.4%
2
5
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$589Mas of March 9, 2026
Discretionary97.9%
$577M
98% of total RAUM97.9%
Non-discretionary2.1%
$12M
2% of total RAUM2.1%
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$589M
Total Accounts1,614
10Y AUM Change+$456M (+341.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee58:1
10Y Employee Change+3 (+60.0%)
* 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.