VANTAGE FINANCIAL GROUP

RIASEC RegisteredEst. 2026

Total AUM

$119M

Discretionary

$119M

100% of AUM

Avg account

$147K

Accounts

808

Employees

Advisory reps

Firm details

Headquarters: AUBURN, California
CRD number: 309675
Registered since: May 14, 2026
Website: www.hudsonfs.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI64.17%
Individuals33.98%
Corporations / Businesses1.85%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Vantage Financial Group is an independent, corporation-structured registered investment adviser that works with both individual/family and institutional clients. The firm offers a mix of financial planning and discretionary portfolio management across individual, small business and institutional segments, and it also provides pension-related consulting and educational seminars. Its client billing options include AUM-based fees as well as hourly and fixed-fee arrangements. The firm reports an owner-type of individual and does not identify as an active ESG investor or a capital allocator.