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| Vantage Financial Group Inc
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|---|---|
| CRD # | 105950 |
| SEC # | 801-33485 |
| CIK # | 0001640867, 0001868069 |
| AUM | 866.9 M (2026-03-30) |
| Employees | 60 (37% Investors, 57% Brokers) |
| Phone | 216-642-7878 |
| Address | 6200 Rockside Road Cleveland, OH 44131 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,664 | 311.3 |
| (b) Individuals (high net worth individuals) | 818 | 507.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 9.6 |
| (h) Charitable organizations | 15 | 16.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 22.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,521 | 866.9 |
| By Discretionary | ||
| Discretionary | 2,090 | 713.4 |
| Non-Discretionary | 431 | 153.5 |
| Total | 2,521 | 866.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 866.9 | |
| Total | 2,521 | 866.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001640867] | |
| D | [0001868069] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 110 |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Vantage Financial Group Inc
✚
|
OH | 866.9 M |
|
Financial Management Strategies Inc
✚
|
OH | 714.2 M |
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|---|---|---|
|
Secure Asset Management LLC
✚
|
MI | 870.6 M |
|
Canopy Partners LLC
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|
OH | 869.0 M |
|
Bridgewealth Advisory Group LLC
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|
CA | 868.9 M |
|
BG Investment Services Inc
✚
|
868.5 M | |
|
TMB Capital Partners LLC
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|
AR | 867.8 M |
|
Granite FO LLC
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|
865.6 M | |
|
Pathfinder Wealth Consulting Inc
✚
|
NC | 865.5 M |
|
Carson Advisory Inc
✚
|
GA | 864.9 M |
|
Moody Aldrich Partners LLC
✚
|
MA | 864.3 M |
|
Lloyd Capital LLC
✚
|
863.3 M |