Vector7 Capital

Overview

Vector7 Capital is a corporate investment advisory firm owned by an individual principal. The firm positions itself as a multi-service advisor that provides financial planning and discretionary portfolio management across a mix of private clients, small businesses, and institutional/business accounts. Its listed advisory capabilities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services; however, the firm is not designated as a pension consultant in the source flags. Fee arrangements are flexible: Vector7 Capital employs percentage-of-AUM fees alongside hourly and fixed-fee structures, and it also notes other fee types. It does not operate as a capital allocator and is not identified as an active ESG investor. The adviser is not registered as a multi-state adviser and is not newly formed according to the available data.

Location & Offices