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- Custodian
- Capital Group · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-19-2025
- Office Locations
- 1
Office Locations
About VSI Capital Group
VSI Capital Group is an independent fiduciary wealth manager providing bespoke wealth planning, portfolio and volatility management, plus private investments and syndicated partnership opportunities. The firm emphasizes customized, tax-efficient strategies aligned to each client’s risk tolerance and legacy goals, and offers family financial education and investment planning support. Client experience includes a RightCapital portal, with a Schwab relationship highlighted.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRETT ALEXANDER HICKMAN
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6428089
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,810,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,810,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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