VSM Wealth Advisory, LLC
Firm details
- Headquarters
- Hunt Valley, Maryland
- CRD number
- 313717
- Registered since
- May 6, 2021
- Website
- www.vs-m.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.8%
- Individuals16.64%
- Pension & Profit Sharing Plans7.56%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
VSM Wealth Advisory, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm serves both individual and family clients as well as some institutional relationships, focusing its advisory practice on portfolio management for individuals and small businesses. Its fee schedule is flexible: it charges a percentage of assets under management and can also bill on an hourly or fixed-fee basis. VSM does not identify as an active ESG investor, is not a capital allocator to third-party alternative managers, and is not registered as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Cash & Cash Equivalents24%
- Public Funds/Mutual Funds20%
Owners & executives
2 of 2
Robert Mewshaw
President, Chief Investment OfficerCRD 730441
Fred Hill
Chief Operating OfficerCRD 5483393
Contacts
3 of 3
Bryan Thaler
Senior Investment CounselorCRD 2928192
Christopher Blair
Investment CounselorCRD 6344122
Alexander Barron
Senior Investment CounselorCRD 1754853
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 195Active vs passive
$340M in ETFs
77%
$261M
13%
$79.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $57.4M | 166,932 | 16.87% |
Location
Hunt Valley, MD
Baltimore
Location
Hunt Valley, MD
Headquartered in Hunt Valley, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Baltimore
- Address
- 11350 Mc Cormick Rd
- Time zone
- ET (UTC-5)
- Office locations
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