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Vermillion Wealth Management have?","answer":"Vermillion Wealth Management has 706 clients and manages $460 million for them, as of June 2026. 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The fee is negotiable.","source":"ADV2A AND 2B, filed 18 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Vermillion Wealth Management use?","answer":"Vermillion Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $460M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Vermillion Wealth Management have?","answer":"Vermillion Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","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 Wealth Management invest in?","answer":"At the end of its last fiscal year, Vermillion Wealth Management’s separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 7% U.S. government and agency bonds and 7% 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 Wealth Management?","answer":"Vermillion Wealth Management’s direct owners are the James F Poepl Revocable Trust Dated 12/29/2016, the Jacob M Poepl Revocable Trust Dated 12/29/2016, the Matthew J Poepl Revocable Trust Dated 4/12/2017 and Nicholas Famularo, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 18 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Vermillion Wealth Management get paid?","answer":"Vermillion Wealth Management is paid through a percentage of assets under management and fixed fees. 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