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Greg Robinson

CFO at Vantage Financial Group

Firm officerUpdated

Greg Robinson has been CFO of Vantage Financial Group, Inc., a Cleveland, OH investment adviser managing $867M, since February 2020.

6
Years in role
$867M
Firm AUM
2,521
Firm clients
22
Firm advisers

From Form ADV filed 30 March 2026Form ADV

Career

Greg Robinson is not listed as a control person, but directly owns under 5% of Vantage Financial Group.

Vantage Financial Group is an investment adviser based in Cleveland, OH, registered with the SEC since 1988. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $867 million, as filed on 30 March 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD
7536994
Firm
Vantage Financial Group · CRD 105950
Role
CFO
In role since
February 2020 · 6 years
Control person
Not listed
Direct ownership
Under 5%
Firm headquarters
Cleveland, OH
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Greg Robinson work?

Greg Robinson has been CFO of Vantage Financial Group, Inc. since February 2020.

Source: Form ADV, Schedule A, filed 30 March 2026

How can I verify Greg Robinson’s record?

Greg Robinson’s role is listed on Vantage Financial Group, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 105950.

Source: Form ADV, Schedule A, filed 30 March 2026

Leadership at Vantage Financial Group

Sources

  1. IAPD individual lookup, CRD 7536994, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Vantage Financial Group, Inc., filed 30 March 2026. Title, control and ownership bands.