$355.1K Total AUM
$355.1K Disc. AUM
-60.1% 3Y CAGR
7 Employees
0 ADV. Clients
7 yrs Firm Age
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- Custodian
- RBC · Royal Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-01-2018
- Office Locations
- 2
Office Locations
181 BAY Street Suite 2500 Toronto --
2500 - 733 Seymour Vancouver, BC --
About Ventum Advisors Corp.
Ventum Advisors Corp. provides fiduciary wealth advisory services—asset management strategies and financial planning—for affluent individuals, households, and corporate clients. Its managed-account allocations are heavily ETF-based, and the firm operates from Toronto with a Vancouver office, serving retail clients with professional portfolio management and operational rigor.
Team overview
-- AVG AGE
$355.1K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
4.3 yrs AVG TENURE
7 Employees
1 Advisory Reps
1 RIA Reps
7yrs 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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Technology
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Owner & Executives
R
RICHARD ANTHONY BUTTERWORTH
Chief Financial Officer
- CRD
- #7983858
- Ownership
- Less than 5%
Available
Available
Available
D
DAVID FLOYD MARK CUSSON
Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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D
DENIS CLAUDE CORMIER
--
- CRD
- #8031661
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $355,082 | $177,541 |
| Non-Discretionary | $0 | -- |
| Total | $355,082 | $177,541 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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