VM. Group

VM. Group is a fee-only investment adviser registered with the securities regulator of Florida, with its main office in Pensacola, Florida. On its latest Form ADV, filed August 24, 2026, it reports $1.7M in regulatory assets under management and 1 employee who gives 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: Florida
Firm CRD number	338461
Office	1555 N Palafox ST Pensacola, FL 32501
Phone	(251) 406-9336
Website	vmgroupusa.com/about-us-2
Regulatory assets under management	$1.7M
Individual clients	Fewer than 5
Financial planning clients	0
How it charges	Percentage of assets, Subscription
Services	Portfolio management
Employees	1
Disciplinary disclosures	None reported
Latest Form ADV filing	August 24, 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 also charges a percentage of assets managed for ongoing investment management.
• 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 Pensacola

• Armada Advisors $190M
• The Retirement Planners, USA, LLC $60M
• Saltmarsh Financial Advisors, LLC $357M
• Kingsman Wealth Management Inc. $235M
• Southeastern Financial Planning, LLC $4.0M

See all 6 fee-only advisers in Pensacola →

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