Fee-only adviser · Birmingham, AL
Vulcan Value Partners LLC
Vulcan Value Partners LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Birmingham, Alabama. On its latest Form ADV, filed September 15, 2026, it reports $6.1B in regulatory assets under management, 93 individual clients and 12 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 | SEC-registered |
|---|---|
| Firm CRD number | 151190 · SEC file 801-70739 |
| Office | Three Protective Center 2801 Highway 280 South, Ste 300 Birmingham, AL 35223 |
| Phone | (205) 803-1582 |
| Website | www.vulcanvaluepartners.com |
| Regulatory assets under management | $6.1B |
| Individual clients | 0 non-high-net-worth, 93 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Other |
| Services | Portfolio management |
| Employees | 38 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 15, 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.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- 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 Birmingham
- Waverly Advisors, LLC $29.9B
- Eversource Wealth Advisors, LLC $5.1B
- The Welch Group, LLC $3.7B
- Southern Financial Group, LLC $1.1B
- Meld Financial, Inc. $776M
- Oakworth Asset Management, LLC $846M
See all 37 fee-only advisers in Birmingham →
Nearby
- Homewood 2 firms
- Vestavia Hills 2 firms
- Hoover 1 firm
- Mountain Brook 1 firm
- Vestavia 1 firm
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