Vermillion & White Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
Vermillion & White Wealth Management Group reports 357 clients. They include 255 individual clients, 79 high-net-worth individuals, and 23 pension and profit-sharing plans. Of its assets, 74.9% ($209M across 334 accounts) are managed with discretion; $70M across 23 accounts are not. It advised 5 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 71% | 22% |
| High-net-worth individuals | 22% | 53% |
| Pension and profit-sharing plans | 6% | 25% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 255 | $62.1M | 22.3% | $244K |
| High-net-worth individuals | 79 | $146M | 52.6% | $1.85M |
| Pension and profit-sharing plans | 23 | $70M | 25.1% | $3.04M |
| Total | 357 | $279M | 100% | $780K |
- Clients
- 255
- Regulatory AUM
- $62.1M
- AUM share
- 22.3%
- Avg. per client
- $244K
- Clients
- 79
- Regulatory AUM
- $146M
- AUM share
- 52.6%
- Avg. per client
- $1.85M
- Clients
- 23
- Regulatory AUM
- $70M
- AUM share
- 25.1%
- Avg. per client
- $3.04M
Total
- Clients
- 357
- Regulatory AUM
- $279M
- AUM share
- 100%
- Avg. per client
- $780K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 5
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Vermillion & White Wealth Management Group charges 0.40%–1.50% a year for its Investment Management. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning, and certain non-discretionary advisory services, may be offered at $250.00 per hour.
- Held-Away Accounts (Pontera)
- Pontera charges an added 0.30% a year on held-away accounts that the firm manages through Pontera, collected from another client account where possible.
RV Financial, Inc. owns 50% to 75% of Vermillion & White Wealth Management Group. It has 4 employees, 2 of them in advisory roles.
Leadership
- Ryan VermillionManager and CCO
- Brian WhiteManager
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Christi Lynn Bender
- Robert P Decampli JR
- Mary Elizabeth McClennen-Glica
- Ryan Lee Vermillion
- Brian Joseph White
Staff
- 4 employees
- 2 in advisory functions
- 3 state-registered reps
- 2 insurance agents
- 3 soliciting firms
- Owns 50% to 75% of Vermillion & White Wealth Management Group LLC
RV Financial, Inc.
Control person · since April 2022
- Owns 50% to 75% of Vermillion & White Wealth Management Group LLC
BV Financial, Inc.
Control person · since April 2023
Vermillion & White Wealth Management Group’s regulatory assets grew 1.8× from $152M (January 2022) to $279M (March 2026); clients rose from 291 to 357 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $279M | 357 | 4 | 2 |
| March 2025 | $231M | 328 | 4 | 2 |
| March 2024 | $203M | 327 | 4 | 2 |
| June 2023 | $177M | 318 | 4 | 2 |
| January 2022 | $152M | 291 | 4 | 2 |
Besides its headquarters, Vermillion & White Wealth Management Group has 1 office, with 2 listed addresses in Pennsylvania.
Pennsylvania · 2 listed addresses
- 521 Kimberton Road, PhoenixvilleHQ
- 150 N. Radnor Chester RD, Radnor
Contact and registration details
- Legal name
- Vermillion & White Wealth Management Group LLC
- Headquarters
- 521 Kimberton Road, Phoenixville, PA 19460
- Website
- vwwgroup.com
- Phone
- 610-977-2098
- SEC file
- 801-121066
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Vermillion & White Wealth Management Group uses Charles Schwab ($209M) as custodian for its separately managed accounts. Vermillion & White Wealth Management Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $209M100%
At year end, Vermillion & White Wealth Management Group’s separately managed accounts were mostly in stocks (91%). Its reported 13F holdings for the quarter ended 30 June 2026 total $198M across 69 positions; the largest are iShares Core S&P 500 ETF (24.4%), Astoria US Quality Growth Kings ETF (11.0%) and Dimensional Core Fixed Income ETF (8.7%).
What the accounts hold
- Stocks91%
- Exchange-traded equities83%
- Non-exchange-traded equities8%
- Funds3%
- Bonds1%
- Cash5%
Reported 13F holdings
- $198M
- Reported 13F value
- 69
- Positions
- 76.8%
- In the 10 largest
- +13.9%
- Value vs. prior quarter
- iShares Core S&P 500 ETF · Uie24.4%
- Astoria US Quality Growth Kings ETF · Uie11.0%
- Dimensional Core Fixed Income ETF · Uie8.7%
- Dimensional International Core Equity Market ETF · Uie7.9%
- Astoria US Equal Weight Quality Kings ETF · Uie6.7%
- Dimensional Emerging Core Equity Market ETF · Uie5.2%
- Doubleline Mortgage ETF · Uie3.7%
- Astoria Dynamic Core US Fixed Income ETF · Uie3.3%
- Pimco Multisector Bond Active Exchange-traded Fund · Uie3.1%
- Invesco Kbw Bank ETF · Uie2.7%
Together, the ten largest are 76.8% of reported value.
How many clients does Vermillion & White Wealth Management Group have?
Vermillion & White Wealth Management Group has 357 clients and manages $279 million for them, as of March 2026. They include 255 individual clients, 79 high-net-worth individuals, and 23 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Vermillion & White Wealth Management Group offer?
Vermillion & White Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, 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
How much does Vermillion & White Wealth Management Group charge?
Vermillion & White Wealth Management Group charges 0.40%–1.50% a year for its Investment Management. The fee is billed in arrears and is negotiable.
Source: VERMILLION & WHITE WEALTH DISCLOSURE BROCHURE, filed 31 March 2026
Which custodians does Vermillion & White Wealth Management Group use?
Vermillion & White Wealth Management Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $209M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Vermillion & White Wealth Management Group have?
Vermillion & White Wealth Management Group has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are 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 Vermillion & White Wealth Management Group invest in?
At the end of its last fiscal year, Vermillion & White Wealth Management Group’s separately managed accounts held 83% exchange-traded equities, 8% non-exchange-traded equities, 5% cash and equivalents, 3% registered funds (mutual funds, ETFs, BDCs) and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Vermillion & White Wealth Management Group?
Vermillion & White Wealth Management Group’s direct owners are RV Financial, Inc. (50% to 75%) and BV Financial, Inc. (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Vermillion & White Wealth Management Group get paid?
Vermillion & White Wealth Management Group is paid through a percentage of assets under management and hourly charges. 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
How do I contact Vermillion & White Wealth Management Group?
Vermillion & White Wealth Management Group’s main office is at 521 Kimberton Road, Phoenixville, PA 19460. Its phone number is 610-977-2098. Its website is vwwgroup.com.