William McCormick is a control person of Vantage Financial Group and directly owns between 50% and 75% of it. William McCormick holds a Bachelor of Business Administration from Roanoke College and a Master of Business Administration from Radford University.
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.
William McCormick is President & CEO of Vantage Financial Group. He leads the firm's financial service professionals and manages the employee benefits practice for Vantage Benefit Advisors, a wholly owned subsidiary of Vantage Financial Group. He began his career at Vantage over 20 years ago as an employee benefits broker.
- CRD
- 2887756
- Firm
- Vantage Financial Group · CRD 105950
- Role
- President/Chief Executive Officer
- In role since
- January 1987 · 39 years
- Control person
- Yes
- Direct ownership
- 50% to 75%
- Firm headquarters
- Cleveland, OH
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- vanfin.com
Where does William McCormick work?
William McCormick has been President/Chief Executive Officer of Vantage Financial Group, Inc. since January 1987, and is a control person of the firm.
How can I verify William McCormick’s record?
William McCormick’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.
