Vickerman Investment Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Spokane, WA. Its latest Form ADV filing, dated February 25, 2026, reports $632M in regulatory assets under management, 7 employees, and 1,159 accounts.
Assets Under Management
$632M
Employees
7
Offices
--
Total Clients
431
Primary office
SPOKANE, WA
4102 S REGAL STREET, SUITE 202, SPOKANE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.5% of total clients.
Top client categories% of clientsClients
1
Individuals
64.5%
278
2
HNWI
34.8%
150
3
Corporations
0.5%
2
4
Charitable
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$632Mas of February 25, 2026
Discretionary100.0%
$632M
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$632M
Total Accounts1,159
10Y AUM Change+$632M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee62:1
10Y Employee Change+5 (+250.0%)
* 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.