Fee-only adviser · Sewickley, PA
Vam Group, LLC
Vam Group, LLC is a fee-only investment adviser registered with the securities regulator of Pennsylvania, with its main office in Sewickley, Pennsylvania. On its latest Form ADV, filed March 13, 2026, it reports $66M in regulatory assets under management, 30 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Pennsylvania |
|---|---|
| Firm CRD number | 323226 · SEC file 801-126653 |
| Office | 2200 Georgetown Drive Suite 301 Sewickley, PA 15143 |
| Phone | (724) 940-5400 |
| Website | www.vescioassetmgt.com |
| Regulatory assets under management | $66M |
| Individual clients | 23 non-high-net-worth, 7 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 13, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Sewickley
- Fragasso Wealth Advisors $2.8B
- Schenley Capital, Inc $73M
- Aufman Associates Inc $972M
- Sewickley Financial LLC $13M
- Roble, Belko and Company, Inc. $1.6B
See all 6 fee-only advisers in Sewickley →
Nearby
- Wexford 7 firms
- Warrendale 2 firms
- Cranberry Township 1 firm
- Cranberry TWP 1 firm
- Pittsburgh 38 firms
- Beaver 1 firm
- Oakmont 1 firm
- Harmony 1 firm
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