V
Vartanian Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,000,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
17
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
LowAverage account size
$823,529
About
Vartanian Capital Management provides discretionary and non-discretionary investment management to individuals (including high-net-worth clients), families, family offices, trusts, estates, private foundations and qualified retirement plans. Services are individualized and may include direct portfolio management as well as recommending and overseeing unaffiliated external managers for portions of a client’s assets.
The firm bases its investment work on fundamental analysis and generally pursues a long-term strategy tailored to each client’s financial condition, tax situation, liquidity needs and risk tolerance. Vartanian monitors accounts on an ongoing basis, provides periodic reporting and conducts at least an annual formal review of client portfolios.
What is distinctive about the firm is its explicit servicing of charitable foundations and private foundations, a client type that is relatively uncommon among independent advisers. The brochure also notes that Vartanian commonly uses closed-end mutual funds as a primary investment vehicle and will incorporate other instruments such as ETFs, REITs, structured notes and alternative investments where appropriate, and may delegate portions of management to external managers.
Client services
Portfolio management
Expertise
Wealth management
Concentrated stock management
Real estate investing
Passive / index investing
Fee options
Up to 1.75% per annum, billed monthly in advance based on prior month-end assets under management
Account minimum: $500,000
Main office location
Vartanian Capital Management
Novi MI, United States
Number of offices
1
Most active in
Vartanian Capital Management has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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