VSI Capital Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,810,000
Clients
6
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$801,667
About
The firm provides wealth management, investment management, and financial planning services to individuals, high‑net‑worth individuals, corporations, and other investment advisers. It operates as a fee‑only adviser and offers ongoing portfolio management, project‑based (one‑time) planning engagements, and recommendations to third‑party professionals and outside managers.
The firm’s investment approach blends Modern Portfolio Theory with both passive and active strategies, generally advising on stocks, bonds, mutual funds, and ETFs and offering socially responsible/ESG options when requested. Accounts are typically managed on a discretionary basis, with regular mutual fund/ETF and outside‑manager due diligence and quarterly reviews of allocation and risk.
Noteworthy aspects include the firm’s provision of complementary seminars and speaking engagements on general investment and personal‑finance topics — an offering that is uncommon among peers. The firm’s principal brings prior institutional asset‑management experience and military service, and the relatively small asset base and client roster support individualized, project‑based planning and year‑round monitoring.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Wealth management
College savings (529s, UTMA, etc.)
Fee options
Fixed fees for project-based financial planning generally will not exceed $5,500.
$0 - $250,000: 1.50% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.10% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.90%
Standard hourly rate is $350 for project-based financial planning.
Fee-only: Fee-only compensation; no commissions or sales-related compensation received by the firm.
Main office location
VSI Capital Group
Foxfield CO, United States
Number of offices
1
Most active in
VSI Capital Group has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
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
Quick links
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