Vandenburg Capital Management

RIASEC Registered
Total AUM
$106M
Discretionary
$106M
100% of AUM
Avg account
$585K
Accounts
182
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
286625
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI78.93%
  • Individuals21.07%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Vandenburg Capital Management is a privately owned corporate RIA that focuses on portfolio management for individuals and small businesses. The firm serves individual and family clients on a percentage-of-assets fee model. It does not identify as an active ESG investor, does not position itself as a pension consultant, and is not characterized as a capital allocator or related adviser. The firm lists an insurance company among its industry affiliations, which aligns with its use of insurance-linked products in client solutions.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 82%, Exchange Traded Equities 14%, Cash & Cash Equivalents 4%82%
  • Public Funds/Mutual Funds82%
  • Exchange Traded Equities14%
  • Cash & Cash Equivalents4%

Contacts

2 of 2
  • Todd Vandenburg

    Todd Vandenburg

    Managing PartnerCRD 4728273

  • Pamela Vandenburg

    Pamela Vandenburg

    PartnerCRD 5245347

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth