RIA Intel›Advisers›Michigan›VETERINARY FINANCIAL GROUP LLC

VETERINARY FINANCIAL GROUP LLC

Advisory

MI

Data as of Feb 17, 2026 · Source: SEC Form ADV

Average account

$152K

across 99 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$15M

Discretionary AUM$0

Non-Discretionary AUM$15M

Discretionary %0%

Total Clients99

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, IN, MI, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

99 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MI

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

HARDY FINANCIAL PLANNING, INC.

$15M

ALLIANCE ADVISORS WEALTH MANAGEMENT LLC

$15M

POINTE EQUITY PARTNERS LLC

$15M

ARMOR WEALTH STRATEGIES, LLC

FARMINGTON HILLS, MI

$15M

NEWAGE ADVISORS LLC

$15M

VINKEMULDER FINANCIAL L.L.C.

$15M

Get the full picture on VETERINARY FINANCIAL GROUP LLC

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

Create a free account →See plans