RIA Intel›Advisers›Colorado›VSI CAPITAL GROUP, LLC

VSI CAPITAL GROUP, LLC

Advisory

CO

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

Average account
$127K
across 38 accounts
AUM per adviser
$5M
1 adviser

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

Total AUM
$5M
Discretionary %
100%
Clients
6
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$5M
Discretionary AUM$5M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients6
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

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

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EVES&HAINES WEALTH MANAGEMENT, INC.
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$5M
PYN WEALTH MANAGEMENT LLC
BRECKENRIDGE, CO
$5M
AWARE INVESTING, INC
$5M
LYBIS INVESTING LLC
$5M

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