Vaulkshire Investment Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$17,937,547
Total clients
47
23% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
47
Average account size
$381,650
About
Vaulkshire Investment Advisors is an independent registered investment adviser that provides discretionary portfolio management through separately managed accounts and offers investment consulting, business planning and financial consulting on an hourly or fixed‑fee basis. The firm serves a mix of individual and high‑net‑worth clients, family offices, partnerships and charitable organizations, and also provides educational services for retirement plans.
The firm’s investment approach centers on diversified allocations among equities, fixed income, alternatives and cash, with strategic over‑ or under‑weighting during different market cycles tailored to client objectives and risk tolerance. In implementing portfolios VIA may use options and other derivatives, inverse/leveraged exchange‑traded funds, and margin borrowing in separately managed accounts, and it may engage third‑party asset managers for specific mandates.
Noteworthy distinctions in the brochure include the explicit inclusion of charitable organizations among client types and the firm’s provision of educational seminars and 401(k) plan education, linked to the owner’s separate education business activities. The firm also discloses use of digital‑asset exchange‑traded products, MLPs and other alternatives and the use of borrowing and derivatives within otherwise separately managed accounts—practices that are less common among independent advisors.
Client services
Portfolio management
Selection of other advisers
Educational seminars or workshops
Consulting
Expertise
Private / alternative investments
Options & derivatives strategies
Real estate investing
Concentrated stock management
Occupation focus
Founder/Business Owner
Executive
Fee options
Educational or consulting services may be priced on a fixed fee basis, negotiated case-by-case.
1% or less per annum, billed quarterly in advance (one fourth of the annual fee)
Typically $300 per hour for consulting work; may be negotiated depending on scope.
Account minimum: $300,000 preferred minimum relationship size (may accept smaller accounts on a case-by-case basis)
Main office location
Vaulkshire Investment Advisors
310 W. Sunset, Suite 101
San Antonio TX 78209, United States
Number of offices
1
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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