Vantage Consulting Group provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, and selecting other managers. The firm advises 9 private funds.
Vantage Consulting Group reports 7 clients. They include 7 pooled investment vehicles. Of its assets, 100.0% ($246M across 7 accounts) are managed with discretion. Of its clients, 30% are outside the U.S. It advised 13 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 72% |
| Pension and profit-sharing plans | Fewer than 5 | 25% |
| Other | Fewer than 5 | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 7 | $177M | 71.7% | $25.2M |
| Pension and profit-sharing plans | Fewer than 5 | $62.5M | 25.4% | — |
| Other | Fewer than 5 | $7.07M | 2.9% | — |
| Total | 7 | $246M | 100% | — |
- Clients
- 7
- Regulatory AUM
- $177M
- AUM share
- 71.7%
- Avg. per client
- $25.2M
- Clients
- Fewer than 5
- Regulatory AUM
- $62.5M
- AUM share
- 25.4%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $7.07M
- AUM share
- 2.9%
- Avg. per client
- —
Total
- Clients
- 7
- Regulatory AUM
- $246M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 30%
- Clients advised without assets under management last fiscal year
- 13
- Private funds advised
- 9
Vantage Consulting Group is paid through a percentage of assets under management, fixed fees (other than subscription fees), performance-based fees and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Mark Finn owns 50% to 75% of Vantage Consulting Group. The leadership team of Vantage Consulting Group includes President Eloise Chandler, Chief Operating Officer Matthew Smith and Chief Compliance Officer Mark Finn. It has 10 employees, 6 of them in advisory roles.
Staff
- 10 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 50% to 75% of Vantage Consulting Group Inc
Mark Finn
Control person · since October 1988
- Owns 25% to 50% of Vantage Consulting Group Inc
Jonathan Finn
Control person · since March 2002
Vantage Consulting Group’s regulatory assets fell from $3.33B (July 2021) to $246M (September 2026); clients fell from 11 to 7 and employees from 20 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $246M | 7 | 10 | 1 |
| Mar 2025March 2025 | $231M | 7 | 13 | 1 |
| Jun 2024June 2024 | $469M | 14 | 16 | 1 |
| Mar 2023March 2023 | $1.11B | 14 | 19 | 1 |
| Mar 2022March 2022 | $2.27B | 14 | 20 | 1 |
| Jul 2021July 2021 | $3.33B | 11 | 20 | 1 |
Besides its headquarters, Vantage Consulting Group has 0 offices, with 1 listed address in 1 state.
Virginia · 1 listed address
- 3500 Pacific Ave, Virginia BeachHQ
Other business names
Vantage Consulting Group has reported 1 other business name to the SEC.
- Vantage Consulting Group Inc.
Contact and registration details
- Legal name
- Vantage Consulting Group Inc
- Headquarters
- 3500 Pacific Ave, Virginia Beach, VA 23451
- Website
- Not reported
- Phone
- 757-491-1200
- SEC file
- 801-27432
- Structure
- Virginia corporation
- Fiscal year end
- December
Vantage Consulting Group’s named custodian for separately managed accounts is The Northern Trust ($62.5M). Vantage Consulting Group has custody of $184M for 7 clients.
- The Northern TrustThe Northern Trust Company · Chicago, IL · $62.5M100%
At year end, Vantage Consulting Group’s separately managed accounts were largely in bonds (46%) and funds (30%).
What the accounts hold
- Stocks24%
- Funds30%
- Bonds46%
How many clients does Vantage Consulting Group have?
Vantage Consulting Group has 7 clients and manages $246 million for them, as of September 2026. They include 7 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 September 2026
What services does Vantage Consulting Group offer?
Vantage Consulting Group provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Vantage Consulting Group use?
Vantage Consulting Group’s separately managed account assets are held at The Northern Trust Company (Chicago, IL), with $62.5M. 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 September 2026
How many financial advisors does Vantage Consulting Group have?
Vantage Consulting Group has 6 investment adviser representatives registered with state securities authorities, out of 10 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 Vantage Consulting Group invest in?
At the end of its last fiscal year, Vantage Consulting Group’s separately managed accounts held 46% high-yield corporate bonds, 30% pooled vehicles (private funds and similar) and 24% exchange-traded equities. It advises 9 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Vantage Consulting Group?
Vantage Consulting Group’s direct owners are Mark Finn (50% to 75%) and Jonathan Finn (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 21 September 2026
How does Vantage Consulting Group get paid?
Vantage Consulting Group is paid through a percentage of assets under management, fixed fees, performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Vantage Consulting Group?
Vantage Consulting Group’s main office is at 3500 Pacific Ave, Virginia Beach, VA 23451. Its phone number is 757-491-1200.