RIA Intel›Advisers›Ohio›VERTICE CAPITAL PARTNERS, LLC

VERTICE CAPITAL PARTNERS, LLC

Advisory

OH

Data as of Apr 19, 2026 · Source: SEC Form ADV

Average account
$69K
across 82 accounts
AUM per adviser
$6M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 19, 2026.

Total AUM
$6M
Discretionary %
100%
Clients
82
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$6M
Discretionary AUM$6M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients82
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

ARGO WEALTH MGMT, LLC
$6M
KIPI FINANCIAL PLANNING LLC
COLUMBUS, OH
$6M
ANDERSON HILLS INVESTMENT ADVISORS, INC.
CINCINNATI, OH
$6M
-91.1% 1Y
FAMILY LIFE FINANCIAL PLANNING, LLC
MENTOR, OH
$6M
INTELLIGENT CAPITAL MANAGEMENT LLC
$5M
AUSTIN WEALTH SOLUTIONS LLC
SHREVE, OH
$5M

Get the full picture on VERTICE CAPITAL PARTNERS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track VERTICE CAPITAL PARTNERS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans