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Vectors Asset Management

Vectors Asset Management. CRD 137772

Vectors Asset Management logo

CRD: 137772

Vectors Asset Management

$1.0B Total AUM
$910.2M Disc. AUM
11.0% 3Y CAGR
4 Employees
860 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Merrill Lynch · US Bank
Clients
Retail and Institutional
Platforms
Available
Established Date
01-01-2005
Office Locations
2

Office Locations

2250 OLD Brick Road Suite 240 Glen Allen VA
65 Bleecker Street 5TH Floor NEW York NY

About Vectors Asset Management

Vectors Asset Management, LLC is an SEC-registered RIA (founded 2004) managing institutional separate accounts and high-net-worth portfolios. The principals each bring 35+ years in equity and fixed income portfolio management, asset allocation, and risk management, and the firm also provides investment analysis and valuation consulting to major financial institutions, leveraging Andrew Davidson & Co. risk analytics.

Team overview

-- AVG AGE
$252.3M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
7.9 yrs AVG TENURE
4 Employees
4 Advisory Reps
0 RIA Reps
21yrs Firm Age

Insights

Available
Available
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Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

A

ANDREW SETH DAVIDSON

Managing Member, President

CRD
--
Ownership
50% but less than 75%
Available
Available
Available
N

NEIL JEFFERY POWERS

Co-Founder, Primary Portfolio Manager

CRD
#5062062
Ownership
10% but less than 25%
Available
Available
Available

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Contacts

J

JOSEPH ROBERT CHEATHAM

Head of the Trading Desk, Portfolio Manager

CRD
#8160409
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-21-2022
03-17-2023
03-12-2024
07-02-2025
03-18-2026
Category Assets AVG. Account size
Discretionary $910,187,270 $759,122
Non-Discretionary $98,814,333 $1,411,633
Total $1,009,001,603 $795,116

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
U.S. Government/Agency:
Available
Equity - Exchange:
Available
Corporate - Investment Grade:
Available
Other:
Available
Public Funds:
Available
Asset class Assets Assets %
U.S. Government/Agency Available Available
Equity - Exchange Available Available
Corporate - Investment Grade Available Available
Other Available Available
Public Funds Available Available
Total Available Available

13F Holdings | Q1 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
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