Vermillion Financial Advisors Inc

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Assets, Funds, Holdings

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Vermillion Financial Advisors Inc
CRD #119239
SEC #801-69058
CIK #
AUM $386.7 M (2026-03-27)
Employees 10 (50% Investors, 0% Brokers)
Phone847-382-9999
Address16 Executive Ct
South Barrington, IL 60010
Source [IAPD] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
4003202401608002007201320202027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 162 59.2
(b) Individuals (high net worth individuals) 103 301.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 11 18.4
(h) Charitable organizations 3 8.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,021 386.7
By Discretionary
Discretionary 0 0.0
Non-Discretionary 1,021 386.7
Total 1,021 386.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 386.7
Total 1,021 386.7
Comparable Firms State AUM ($B)
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PA 0.4
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CA 0.4
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Elevate Wealth Advisory Inc
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Realta Investment Advisors Inc
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Wealth Management Resources Inc
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Vista Investment Partners II LLC
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The Strategic Financial Alliance Inc
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Wolff Wiese Magana LLC
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