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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-06-2021
- Office Locations
- 1
Office Locations
About VSM Wealth Advisory, LLC
VSM Wealth Advisory, LLC is a fee-only, fiduciary RIA providing investment and wealth management for high net worth individuals, family trusts, nonprofits, and qualified retirement plans, including 401(k) and institutional consulting. Founded in 1992 to deliver conflict-free advice to former brokerage clients; custodies with Charles Schwab.
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Owner & Executives
Fred Cregan Hill III
CHIEF OPERATING OFFICER, Financial Advisor, Manager
- CRD
- #5483393
- Ownership
- Less than 5%
ROBERT FRANK MEWSHAW
Chief Compliance Officer, President
- CRD
- #730441
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ALEXANDER FALK BARRON
Financial Advisor
- CRD
- #1754853
CHRISTOPHER JAMES BLAIR
Financial Advisor, General Partner
- CRD
- #6344122
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $677,516,349 | $444,565 |
| Non-Discretionary | $0 | -- |
| Total | $677,516,349 | $444,565 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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