Vodicka Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$18,115,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
48
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
48
Average account size
$377,396
About
Vodicka Group, Inc. provides investment advisory and financial planning services to individuals and small corporations. The firm manages discretionary accounts, prepares written investment strategies, and offers consulting on risk management, estate planning, and financial decision-making.
Portfolios are tailored to clients’ objectives, time horizons, and risk tolerances and may employ asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading as appropriate. Accounts are managed on a discretionary basis with periodic reviews, suitability checks at onboarding, and regular reporting through the account custodian.
Notably, the firm accepts small corporate clients as well as individual households, a client mix that is less common among independents, and it provides an optional performance-based fee arrangement for qualified clients. The adviser manages roughly $18.1 million across fewer than 50 client relationships, and the firm’s principal—who has prior experience as a portfolio manager and derivatives trader—personally reviews client accounts.
Client services
Financial planning
Portfolio management
Expertise
General estate planning guidance
Fee options
$0+: 0.50% +: up to 2.00%
20% quarterly of returns above high-water mark for qualified clients, plus regular advisory fee
Account minimum: $1,000 Fee-only: Annual fees range from 0.50% to 2.00% depending on amount of assets under management
Main office location
Vodicka Group, Inc.
Highland Park IL, United States
Number of offices
1
Most active in
Vodicka Group, Inc. 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")