V
Vigness Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Vigness Advisory LLC is an investment manager that offers fee-based portfolio management and financial planning to pooled vehicles, private funds, trusts, estates, and other institutional or entity clients, and may provide services on a discretionary or non-discretionary basis. The firm was recently formed and became state-registered in 2025; as of the brochure date it had no clients or assets under management.
The firm emphasizes a tactical allocation approach intended to manage downside risk and seek performance, using fundamental and cyclical analysis to guide portfolio decisions. It implements those views across a broad set of instruments — including exchange-listed and foreign securities, mutual funds, warrants, options (including uncovered strategies), short sales, margin transactions, and interests in real estate partnerships — and may use cash positions or targeted stock selections for hedging or sector exposure.
Distinctive features include its recent start-up status and that the firm’s principal operates a separate sole proprietorship providing investment research and financial analysis to institutional asset managers (approximately 10% of the principal’s time). The brochure also discloses a willingness to use less-common instruments such as warrants and uncovered options and to receive broker research or soft-dollar benefits, with a Code of Ethics and other policies intended to address related conflicts.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Real estate investing
General tax planning
Retirement income strategy
Fee options
Fixed fee for financial planning services, negotiated and billed monthly
2.00% annually
Fee-only: Fixed fee for financial planning services, negotiated and billed monthly based on expected term
Main office location
Vigness Advisory LLC
Naperville IL, United States
Number of offices
1
Most active in
Vigness Advisory LLC has reported serving >5 clients in these states in the last 12 months.
Illinois
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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