VAULKSHIRE INVESTMENT ADVISORS

Overview

Vaulkshire Investment Advisors is a small, privately owned registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm provides discretionary portfolio management and also offers non-discretionary advice, selection of other advisers, and educational seminars and workshops. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee options. Investment activity tilts toward liquid equity exposure, with equities identified as the firm's primary preference. Vaulkshire acts as a capital allocator and uses third‑party managers where appropriate, rather than exclusively managing every specialty niche in‑house. The adviser is not positioned as an ESG investor and does not present itself as a multi‑state or pension consultant advisor.

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Public Holdings

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Location & Offices