SOUTH BARRINGTON, ILCRD 119239Latest ADV March 27, 2026
Vermillion Financial Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in South Barrington, IL. Its latest Form ADV filing, dated March 27, 2026, reports $387M in regulatory assets under management, 10 employees, 1 office, and 1,021 accounts.
Assets Under Management
$387M
Employees
10
Offices
1 office
Total Clients
279
Primary office
SOUTH BARRINGTON, IL
16 EXECUTIVE CT, SUITE 3, SOUTH BARRINGTON, IL, United States
Top client segmentIndividuals represent 58.1% of total clients.
Top client categories% of clientsClients
1
Individuals
58.1%
162
2
HNWI
36.9%
103
3
Pension Plans
3.9%
11
4
Charitable
1.1%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$387Mas of March 27, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$387M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$387M
Total Accounts1,021
10Y AUM Change+$248M (+178.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee28:1
10Y Employee Change-5 (-33.3%)
* 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.