Vam Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, estate planning, insurance, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Vam Group reports 461 clients. They include 284 individual clients, 162 high-net-worth individuals, and 12 pension and profit-sharing plans. Of its assets, 97.9% ($577M across 1,589 accounts) are managed with discretion; $12.3M across 25 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 20% |
| High-net-worth individuals | 35% | 73% |
| Pension and profit-sharing plans | 3% | 7% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 284 | $119M | 20.2% | $420K |
| High-net-worth individuals | 162 | $428M | 72.6% | $2.64M |
| Pension and profit-sharing plans | 12 | $38.5M | 6.5% | $3.21M |
| Charitable organizations | Fewer than 5 | $341K | 0.1% | $341K |
| Corporations and other businesses | Fewer than 5 | $3.46M | 0.6% | $1.73M |
| Total | 461 | $589M | 100% | — |
- Clients
- 284
- Regulatory AUM
- $119M
- AUM share
- 20.2%
- Avg. per client
- $420K
- Clients
- 162
- Regulatory AUM
- $428M
- AUM share
- 72.6%
- Avg. per client
- $2.64M
- Clients
- 12
- Regulatory AUM
- $38.5M
- AUM share
- 6.5%
- Avg. per client
- $3.21M
- Clients
- Fewer than 5
- Regulatory AUM
- $341K
- AUM share
- 0.1%
- Avg. per client
- $341K
- Clients
- Fewer than 5
- Regulatory AUM
- $3.46M
- AUM share
- 0.6%
- Avg. per client
- $1.73M
Total
- Clients
- 461
- Regulatory AUM
- $589M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Vam Group charges 0.60%–1.00% a year for its Individual Portfolio Management. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $250,000. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$2M | 0.75% |
| $2M and above | 0.60% |
Fee details and sources
Other fees
- Financial Planning and Consulting
- Services beyond the complimentary planning are billed at an hourly consultation rate set case by case, quarterly in arrears on actual hours.
Brandon Bauer owns 25% to 50% of Vam Group. The leadership team of Vam Group includes President Douglas Voisard and Chief Compliance Officer Elizabeth Parks. It has 8 employees, 6 of them in advisory roles.
Leadership
- Douglas VoisardPresident
- Elizabeth ParksChief Compliance Officer and Operations Manager
Brandon BauerPartner/Wealth Manager- Jordan BuffumPartner/Wealth Manager
Daniel HainesPartner/Senior Wealth Manager
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 25% to 50% of Vam Group, Inc.
Brandon Bauer
Control person · since July 2019
- Owns 25% to 50% of Vam Group, Inc.
Jordan Buffum
Control person · since July 2019
- Owns 10% to 25% of Vam Group, Inc.
Daniel Haines
Control person · since January 2025
Vam Group’s regulatory assets grew 2.3× from $258M (February 2021) to $589M (July 2026); clients rose from 289 to 461 and employees from 7 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $589M | 461 | 8 | 2 |
| February 2025 | $490M | 450 | 8 | 2 |
| February 2024 | $380M | 376 | 8 | 1 |
| February 2023 | $286M | 352 | 8 | 2 |
| February 2022 | $312M | 336 | 8 | 2 |
| February 2021 | $258M | 289 | 7 | 1 |
Besides its headquarters, Vam Group has 1 office, with 2 listed addresses in Michigan.
Michigan · 2 listed addresses
- 99 Monroe Ave, NW,, Suite 504, Grand RapidsHQ
- 7950 Moorsbridge RD Ste 202, Portage
Contact and registration details
- Legal name
- Vam Group, Inc.
- Headquarters
- 99 Monroe Ave, NW,, Suite 504, Grand Rapids, MI 49503
- Website
- voisardgroup.com
- Phone
- 616-988-5778
- @405922
- SEC file
- 801-62198
- Founded
- 2002
- Structure
- Michigan corporation
- Fiscal year end
- December
Vam Group uses Charles Schwab ($549M) as custodian for its separately managed accounts. Vam Group has custody of $543M in client assets for 433 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $549M100%
At year end, Vam Group’s separately managed accounts were mostly in funds (85%) and stocks (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $529M across 111 positions; the largest are SPDR Series Trust (14.9%), American Centy ETF TR (11.0%) and SPDR Series Trust (10.5%).
What the accounts hold
- Stocks10%
- Funds85%
- Registered funds84%
- Pooled vehicles1%
- Cash5%
Reported 13F holdings
- $529M
- Reported 13F value
- 111
- Positions
- 72.3%
- In the 10 largest
- +12.8%
- Value vs. prior quarter
- SPDR Series Trust · ST Str PR Sp150014.9%
- American Centy ETF TR · US Large Cap Vlu11.0%
- SPDR Series Trust · ST Inter ETF10.5%
- iShares TR · Core S&P US Gwt7.8%
- J P Morgan Exchange Traded F · Core Plus BD ETF7.6%
- Schwab Strategic TR · Intl Eqty ETF7.0%
- iShares TR · 0-5yr Invt GR CP3.8%
- Dimensional ETF Trust · Emgr Cre EQT Mng3.8%
- Vanguard Scottsdale Fds · Short Term Treas3.1%
- Janus Detroit Str TR · Hendrson Aaa CL2.8%
Together, the ten largest are 72.3% of reported value.
How many clients does Vam Group have?
Vam Group has 461 clients and manages $589 million for them, as of July 2026. They include 284 individual clients, 162 high-net-worth individuals, and 12 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 July 2026
What services does Vam Group offer?
Vam Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Vam Group charge?
Vam Group charges 0.60%–1.00% a year for its Individual Portfolio Management. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $250,000.
Source: VOISARD ASSET MANAGEMENT GROUP PART 2A OF FORM ADV, filed 7 October 2026
Which custodians does Vam Group use?
Vam Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $549M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 July 2026
How many financial advisors does Vam Group have?
Vam Group has 6 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Vam Group invest in?
At the end of its last fiscal year, Vam Group’s separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 5% cash and equivalents and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Vam Group have a minimum investment?
Yes, Vam Group’s minimum account size for its Individual Portfolio Management is $250K.
Source: VOISARD ASSET MANAGEMENT GROUP PART 2A OF FORM ADV, filed 7 October 2026
Who owns Vam Group?
Vam Group’s direct owners are Brandon Bauer, Jordan Buffum and Daniel Haines, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 21 July 2026
How does Vam Group get paid?
Vam Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Vam Group registered with the SEC?
Yes, Vam Group has been registered with the SEC as an investment adviser since 3 July 2003. Its CRD number is 118048 and its SEC file number is 801-62198.
Source: Form ADV Part 1A, Item 1, filed 21 July 2026; IAPD firm record
How do I contact Vam Group?
Vam Group’s main office is at 99 Monroe Ave, NW,, Suite 504, Grand Rapids, MI 49503. Its phone number is 616-988-5778. Its website is voisardgroup.com.