$13.5M Total AUM
$13.5M Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-03-2020
- Office Locations
- 1
Office Locations
-- Lexington KY
About Vermillion Private Wealth
Vermillion Private Wealth is a solo, fee-only RIA led by James Vermillion, providing portfolio management and financial planning for families focused on building and preserving wealth. The firm takes an active, risk-aware approach that questions consensus assumptions and can shift to cash or concentrate in undervalued businesses. Prospects can evaluate the thinking via the firm’s essays and whitepapers.
Team overview
36 AVG AGE
$13.5M AVG AUM / ADVISOR
$315.0K AVG AUM / CLIENT
5.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs 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
JAMES WESLEY VERMILLION III
Chief Compliance Officer, Owner
- CRD
- #6843610
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,546,892 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,546,892 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Derivatives:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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