Veterinary Financial Group LLC

Overview

Veterinary Financial Group LLC is an independent registered investment adviser that serves individuals and families, with a particular focus on the veterinary community implied by its name and client base. The firm provides financial planning, portfolio management for individuals and small businesses, and acts as a selector of other advisers. It also engages in other financial product sales. The business is owned by an individual and operates as a limited liability company. Fee arrangements at the firm are flexible: clients may be charged a percentage of assets under management, hourly fees, or fixed fees depending on the engagement. The adviser is registered as a capital allocator, which suggests it makes allocation decisions across external managers and product types, but its reported activity indicates a preference for publicly available pooled funds and working with third-party managers rather than running in-house funds. Veterinary Financial Group LLC does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices