V2 Financial Group, LLC

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Client assets under management

$349,174,550

Clients

205

58% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,703,290

About

V2 Financial Group, LLC provides discretionary asset management and financial planning to individuals and small businesses, delivering personalized portfolios that include stocks, bonds, mutual funds, and exchange-traded funds. The firm reports managing roughly $350 million in client assets and provides ongoing monitoring, reporting, and periodic rebalancing for its client accounts.

The firm's investment approach is grounded in modern portfolio theory and informed by macroeconomic and behavioral analysis, combining long-term strategic allocations with tactical shifts driven by fundamental and technical research. V2 discloses occasional use of options and related derivatives within separately managed accounts as a tactical tool, while stating it does not employ naked option strategies.

Noteworthy among peers, V2 offers performance-based fee arrangements to qualified clients (subject to net-worth or account-size thresholds) and describes controls for side-by-side management, including senior officer account reviews and allocation policies to address conflicts of interest. A principal is also a licensed loan originator and operates an affiliated consulting business that may receive commissions or fees for loan origination and other consulting services, disclosures the firm includes in its brochure.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.25% Over $10,000,000+: Negotiable

Performance-based

Charged to qualified clients with net worth > $2,200,000 or assets managed > $1,100,000; performance fee is a percentage of excess returns above benchmark, billed annually in arrears; includes minimum exit fee of 0.25% or $5,000 if fees paid are less than minimum

Other

Minimum fee: Minimum annual fee of $2,500 for accounts smaller than $250,000; may be waived or discounted at Firm's discretion

Main office location

V2 Financial Group, LLC

Naperville IL, United States

Number of offices

Most active in

California · Illinois · Michigan · New Hampshire · New Jersey · Oregon · Texas · Washington

Disclosures

Business activities & affiliations

Is active or affiliated with:

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 630-364-4529

Advisors at this firm

Venkatakrishna V

Series 65

Naperville, IL

V2 Financial Group, LLC

Venkatakrishna Vedam is a financial advisor with V2 Financial Group, LLC, holding a Series 65 credential and 19 years of industry experience. He has been with V2 Financial Group since 2006 and also works as a mortgage consultant and loan officer at ABS Home Mortgage, where he has been involved since 2004. Additionally, Vedam serves as president of Millennium Financial and Business Services, Inc., providing business consulting to small businesses. V2 Financial Group is a registered investment adviser serving individual and small-business clients, including high-net-worth individuals, with discretionary asset management and personalized portfolio construction. The firm combines modern portfolio theory with macroeconomic, technical, and behavioral analysis to manage multi-hundred-million dollar portfolios across various asset classes.

Active portfolio management Options & derivatives strategies

Venkatram K

Series 63, Series 65

Naperville, IL

V2 Financial Group, LLC

Venkatram Krishnamurthy is a financial advisor at V2 Financial Group, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with V2 Financial Group since 2006. In addition to his advisory role, he has been involved with the College of Lake County since 2004. V2 Financial Group serves individual and small-business clients, including high-net-worth individuals, offering discretionary asset management and personalized portfolio construction. The firm combines modern portfolio theory with macroeconomic, technical, and behavioral analysis to manage multi-hundred-million dollar client assets through strategic and tactical investment approaches.

Active portfolio management Options & derivatives strategies

Prakhar B

CFA®

Naperville, IL

V2 Financial Group, LLC

Prakhar Bansal is a CFA® charterholder with one year of industry experience, currently serving as an advisor at V2 Financial Group, LLC. Prior to joining V2 Financial Group, he spent 11 years at The University of Chicago and took a year for extended travel. V2 Financial Group is a registered investment adviser serving individual and small-business clients, including high-net-worth individuals, through discretionary asset management and personalized portfolio construction. The firm integrates modern portfolio theory with macroeconomic, technical, and behavioral insights to manage diversified portfolios across various asset classes.

Active portfolio management Options & derivatives strategies

Aiylam S

Series 63, Series 65

Glen Rock, NJ

V2 Financial Group, LLC

Aiylam Sankaran is a financial advisor at V2 Financial Group, LLC with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at V2 Financial Group since 2018, following a nine-year tenure at Sagepoint Financial, Inc. V2 Financial Group serves individual and small-business clients, including high-net-worth individuals, by providing discretionary asset management and personalized portfolio construction. The firm integrates modern portfolio theory with macroeconomic, technical, and behavioral analysis to create diversified portfolios across various asset classes, occasionally employing option-writing as a tactical tool.

Active portfolio management Options & derivatives strategies

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