Vantage Financial Group, Inc.
● SEC registered since 1988CRD 105950SEC# 801-33485Cleveland, OH
Reg. AUM
$866.9M
Employees
60
Accounts
2,521
Location
Cleveland, OH
Vantage Financial Group, Inc. assets under management
Vantage Financial Group, Inc. operates as an SEC-registered investment adviser based in Cleveland, OH. The firm has been registered since 1988. It reports $866.9 million in regulatory assets under management and employs 60 people.
Vantage Financial Group, Inc. owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| George Daniel Smith | Owner | 5-10% | 2016 |
| Greg Robinson | Cfo | Under 5% | 2020 |
| Jennifer Lynn Soltis Control | Chief Compliance Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Vantage Financial Group, Inc. manage?
Vantage Financial Group, Inc. reports $866.9 million in regulatory assets under management on its Form ADV.
How many employees does Vantage Financial Group, Inc. have?
Vantage Financial Group, Inc. reports 60 employees.
Where is Vantage Financial Group, Inc. located?
Vantage Financial Group, Inc. is based in Cleveland, OH and has been SEC-registered since 1988.
Does Vantage Financial Group, Inc. disclose fund performance?
Vantage Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6200 Rockside Road, Cleveland, OH 44131 |
| Phone | 216-642-7878 |
| Fax | 216-642-8042 |
| Office hours | 8:15 a.m. - 4:45 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$866.9M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$866.9Mregulatory AUM
Discretionary $713.4MNon-discretionary $153.5M