CRD: 117666
Vernon Management Group, Incorporated
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- John Hancock
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-11-1996
- Office Locations
- 2
Office Locations
About Vernon Management Group, Incorporated
Vernon Management Group is a Henrico (Richmond), VA-based fee-only fiduciary RIA providing comprehensive financial planning and discretionary investment management for families, professionals, pre-retirees/retirees, and small business owners nationwide. Portfolios emphasize asset allocation with heavy ETF use, and client assets are primarily custodied at Charles Schwab. The firm does not accept third-party product incentives.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD SHELOR VERNON
President
- CRD
- #1327792
- Ownership
- 75% or more
Richard Adam Clay Vernon
Investment Advisor, Owner
- CRD
- #7671105
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,500,000 | -- |
| Non-Discretionary | $4,000,000 | -- |
| Total | $55,500,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing