RIA Intel›Advisers›Pennsylvania›VANTAGE INVESTMENT ADVISORS, LLC

VANTAGE INVESTMENT ADVISORS, LLC

Advisory

Y·STATE COLLEGE, PA

Data as of Feb 9, 2015 · Source: SEC Form ADV

Total AUM

$1.1B

1-Year AUM Growth

+17.6%

3-Year CAGR

+22.6%

Employees

6

Assets Under Management

Total AUM$1.1B

Discretionary AUM$1.0B

Non-Discretionary AUM$52M

Discretionary %95.2%

Total Clients—

Team

Total Employees6

Investment Advisers13

Employee Growth (1Y)—

Filing History

Total Filings on Record36

First FilingMar 14, 2001

Latest FilingFeb 9, 2015

🔒 Full AUM trend chart and 36 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on VANTAGE INVESTMENT ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.