CRD: 168215
Vermillion & White Wealth Management Group
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-13-2013
- Office Locations
- 1
Office Locations
About Vermillion & White Wealth Management Group
Vermillion & White Wealth Management Group is a registered investment adviser with offices in Radnor and Phoenixville, PA. The firm provides holistic wealth management, including a planning-led process, customized investment management, employer retirement plan consulting, insurance and risk management, and legacy/estate planning. Portfolios are tailored to client goals and market conditions, with significant use of ETFs and public funds. Supports custody at Charles Schwab and uses eMoney for the client experience.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RYAN LEE VERMILLION
Chief Compliance Officer, Manager, Partner
- CRD
- #5002581
- Ownership
- Less than 5%
BRIAN JOSEPH WHITE
Manager, Partner
- CRD
- #4555735
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CHRISTI LYNN BENDER
Advisor
- CRD
- #5235366
ROBERT P DECAMPLI JR
Investment Advisor
- CRD
- #5123850
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $208,557,328 | $624,423 |
| Non-Discretionary | $70,000,000 | $3,043,478 |
| Total | $278,557,328 | $780,273 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| 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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