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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Vermillion & White Wealth Management Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Vermillion & White Wealth Management Group charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Vermillion & White Wealth Management Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Vermillion & White Wealth Management Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Vermillion & White Wealth Management Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Vermillion & White Wealth Management Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Vermillion & White Wealth Management Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Vermillion & White Wealth Management Group?","answer":"Vermillion & White Wealth Management Group’s main office is at 521 Kimberton Road, Phoenixville, PA 19460. Its phone number is 610-977-2098. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}