VL Capital Management LLC

VL Capital provides investment management services to individual clients, offering tailored portfolio management and allowing clients to impose restrictions on investments. The brochure states the firm is registered with the State of Florida and indicates it does not impose an account minimum or participate in wrap-fee programs.

The firm’s investment approach emphasizes proprietary strategies grounded in fundamental analysis and may include exchange-traded funds; VL Capital has discretion to invest across asset classes and monitors accounts on an ongoing basis with at least quarterly reviews. Trades are executed in client-designated brokerage accounts and the adviser states it seeks to limit transaction costs.

A distinctive feature in the brochure is that VL Capital accepts performance-based compensation from qualified clients on capital appreciation, using a high‑watermark methodology and custodian-administered calculations, while also managing accounts charged only asset-based fees and stating it trades those accounts simultaneously to mitigate conflicts. The firm recommends Interactive Brokers as custodian, does not accept authority to vote client proxies, and relies on the custodian to calculate/deduct advisory fees and deliver account statements.