Vodicka Group, Inc.

Overview

Vodicka Group, Inc. is an independent, owner-operated registered investment adviser that manages portfolios primarily for individuals, families and small business owners. The firm offers financial planning and discretionary portfolio management on a percentage-of-AUM fee basis and favors liquid, exchange-listed securities as the core of its client programs. Its stated investment preference is equities—particularly exchange-traded equities—which suggest a bias toward low-cost, highly tradable instruments that support tax-aware portfolio construction and tactical positioning. Business activity is concentrated on direct client advisory work rather than serving as a capital allocator or pension consultant. Vodicka Group, Inc. is not an active ESG investor and does not position itself as a multi-state or newly formed adviser. The firm’s client mix includes both individual and family relationships and a smaller institutional footprint, with services focused on customized planning and portfolio implementation for smaller account bases.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices