RIA Intel›Advisers›Virginia›VERNON MANAGEMENT GROUP, INCORPORATED

VERNON MANAGEMENT GROUP, INCORPORATED

Advisory

RICHM0ND, VA

Data as of Apr 7, 2026 · Source: SEC Form ADV

Rank in VA

#555

of 588 advisers by AUM

Average account

$332K

across 167 accounts

AUM per adviser

$19M

3 advisers

Source: SEC Form ADV. Figures as filed Apr 7, 2026.

Total AUM

$56M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$56M

Discretionary AUM$52M

Non-Discretionary AUM$4M

Discretionary %92.8%

Total Clients50

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InVA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

50 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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