V
Vermilion Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$63,700,000
Total clients
15
40% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$4,246,667
About
Vermilion Asset Management, LLC provides investment management and supervisory services to individuals, high‑net‑worth clients, corporate pension and profit‑sharing plans, and trusts. The firm recommends and effects purchases and sales of individual securities and investment company shares and does not provide comprehensive financial planning for a fee.
The firm constructs long‑term, diversified portfolios using individual stocks and bonds as well as mutual funds and ETFs, relying on independent third‑party research from sources such as Standard & Poor’s, Morningstar, Thomson Reuters and Argus. Vermilion Asset Management operates primarily on a nondiscretionary basis, delivering recommendations and periodic reviews while avoiding market timing, high‑frequency trading, options, futures, and margin strategies.
Notably, the firm’s nondiscretionary management of client assets—where clients retain final trading authority—is an uncommon arrangement among peers. The firm also does not maintain custody of client assets or vote client proxies, recommends a major custodian for account access and research support (without receiving direct compensation), and uses flexible billing arrangements tailored to client needs.
Client services
Portfolio management
Expertise
Wealth management
Fee options
Fixed annual retainer negotiated and agreed upon individually with the client
0.50% quarterly, based on the market value of the Client’s portfolio on the last day of the quarter
$100.00 per hour with a one hour minimum
Main office location
Vermilion Asset Management, LLC
345 Doucet Road, Suite 200 A
Lafayette LA 70503, United States
Number of offices
1
Most active in
Vermilion Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana
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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