Volumetric Advisers

Volumetric Advisers primarily provides investment advisory services to an SEC‑registered open‑end mutual fund (Volumetric Fund, Inc., ticker VOLMX) and also offers separately managed accounts and advisory services to individuals and small businesses, along with occasional one‑time consultations. As of 12/31/2025 the firm reported approximately $37.6 million in discretionary assets, the vast majority attributable to the Fund, and maintains a very small client roster and staff.

The Adviser’s investment decisions for the Fund are driven by a proprietary “Volume and Range” volume‑and‑trend technical analysis system that emphasizes daily cash management, stock selection based on volume flows, and disciplined selling when indicated. For separately managed accounts the firm generally uses ETFs (and similar screening techniques when applicable), may engage sub‑advisers, and will allocate to cash or U.S. government securities for temporary defensive purposes.

Distinctive features include acting as the primary adviser to a registered investment company — an uncommon client type for firms of this size — and deriving nearly all assets under management from that single fund rather than from high‑net‑worth individuals. The firm traces its operations back to 1978, operates with a limited number of advisors and clients, and may refer clients to third‑party advisers under arrangements that can include compensation to the firm.