RIA Intel›Advisers›Oregon›VINTAGE ASSET MANAGEMENT, LLC

VINTAGE ASSET MANAGEMENT, LLC

Advisory

OR

Data as of Jul 29, 2026 · Source: SEC Form ADV

Average account

$307K

across 110 accounts

AUM per adviser

$34M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 29, 2026.

Total AUM

$34M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$34M

Discretionary AUM$34M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients38

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, OR

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

38 clients

21 high-net-worth

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

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Advisers of similar size in OR

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

GRADOW CAPITAL MANAGEMENT, LLC

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$34M

OPTIMUM CAPITAL STRATEGIES LLC

$34M

SERENE POINT ADVISORS LLC

$33M

BURNSIDE AND CO.

OREGON CITY, OR

$35M

WYCHICK INVESTMENT ADVISORS, INC.

$33M

SUSAN A. NESTOR, P.C.

$33M

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