$20.2M Total AUM
$19.7M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-23-2015
- Office Locations
- 1
Office Locations
310 W. Sunset Suite 101 SAN Antonio TX
About Vaulkshire Investment Advisors
Vaulkshire Investment Advisors is an independent RIA in San Antonio designing custom portfolios aligned to clients’ financial goals. The firm provides investment management and financial planning, with portfolios often implemented using ETFs alongside fixed income and cash allocations. Serves both retail and institutional relationships, with a stated focus that includes entrepreneurs, and custodies assets at Charles Schwab.
Team overview
-- AVG AGE
$20.2M AVG AUM / ADVISOR
$373.8K AVG AUM / CLIENT
11.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
O
OMAR AKHIL
Managing Member, Owner
- CRD
- #6018581
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,715,763 | -- |
| Non-Discretionary | $470,458 | -- |
| Total | $20,186,221 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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