CRD: 168174
Vanderpol Investments L.l.c.
$118.1M Total AUM
$118.1M Disc. AUM
-- 3Y CAGR
3 Employees
131 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-12-2013
- Office Locations
- 1
Office Locations
1723 68th St. SE Suite B Caledonia MI
About Vanderpol Investments L.l.c.
VanderPol Investments is a Grand Rapids-area RIA providing holistic financial planning that incorporates estate considerations, tax benefits, and cash-flow needs. Using the plan as a roadmap, the firm builds portfolios across a client’s full balance sheet with mutual funds, ETFs, stocks, and bonds, and can recommend private capital (private equity and private lending) when appropriate.
Team overview
-- AVG AGE
$39.4M AVG AUM / ADVISOR
$901.7K AVG AUM / CLIENT
7.2 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
12yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
MARK ADAM VANDERPOL
Chief Compliance Officer, President
- CRD
- #6242445
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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N
Noah Frederick Hoekstra
Financial Advisor
- CRD
- #7621023
Available
Available
Available
R
RICHARD TOTH
Associate
- CRD
- #7351130
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,125,821 | $901,724 |
| Non-Discretionary | $0 | -- |
| Total | $118,125,821 | $901,724 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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