RIA Intel›Advisers›Ohio›VANTAGE FINANCIAL GROUP, INC.

VANTAGE FINANCIAL GROUP, INC.

Advisory

N·CLEVELAND, OH

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$867M
1-Year AUM Growth
+10.2%
3-Year CAGR
+7.1%
Employees
22
Assets Under Management
Total AUM$867M
Discretionary AUM$713M
Non-Discretionary AUM$153M
Discretionary %82.3%
Total Clients2,546
Team
Total Employees22
Investment Advisers60
Employee Growth (1Y)+5.0%
Filing History
Total Filings on Record70
First FilingJan 24, 2001
Latest FilingMar 30, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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