VANTAGE FINANCIAL GROUP, INC.
CRD #105950 SEC #801-33485 CLEVELAND, OH 216-642-7878
SEC Registered
Total AUM
$793.5M
Discretionary
$639.4M
Employees
61
Clients
1
Accounts
2,546
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $793.5M | $639.4M | $154.1M | 61 | 115 |
| Mar 2025 | $793.5M | $639.4M | $154.1M | 61 | 115 |
| Mar 2025 | $720.3M | $580.5M | $139.7M | 63 | 90 |
| Jul 2024 | $720.3M | $580.5M | $139.7M | 63 | 90 |
| Mar 2024 | $720.3M | $580.5M | $139.7M | 63 | 90 |
| May 2023 | $630M | $498.9M | $131.1M | 59 | 97 |
| Mar 2023 | $630M | $498.9M | $131.1M | 59 | 97 |
| Apr 2022 | $772.9M | $611.4M | $161.4M | 57 | 95 |
| Mar 2022 | $645.8M | $498.2M | $147.6M | 65 | 17 |
| Mar 2022 | $645.8M | $498.2M | $147.6M | 65 | 17 |
| Mar 2021 | $645.8M | $498.2M | $147.6M | 65 | 17 |
| Dec 2020 | $572.5M | $440.4M | $132M | 70 | 100 |
| Nov 2020 | $572.5M | $440.4M | $132M | 70 | 100 |
| Oct 2020 | $572.5M | $440.4M | $132M | 70 | 100 |
| Aug 2020 | $572.5M | $440.4M | $132M | 70 | 100 |
| Aug 2020 | $572.5M | $440.4M | $132M | 70 | 100 |
| Jun 2020 | $572.5M | $440.4M | $132M | 70 | 100 |
| Mar 2020 | $572.5M | $440.4M | $132M | 70 | 100 |
| Nov 2019 | $490.8M | $350.4M | $140.5M | 50 | 76 |
| Mar 2019 | $490.8M | $350.4M | $140.5M | 50 | 76 |
| Jan 2019 | $508.9M | $345.3M | $163.6M | 51 | 65 |
| May 2018 | $508.9M | $345.3M | $163.6M | 51 | 65 |
| Mar 2018 | $508.9M | $345.3M | $163.6M | 51 | 65 |
| Nov 2017 | $426.9M | $317.3M | $109.6M | 51 | 0 |
| May 2017 | $426.9M | $317.3M | $109.6M | 51 | 1,400 |
| Feb 2017 | $426.9M | $317.3M | $109.6M | 51 | 1,400 |
| Jan 2017 | $426.9M | $317.3M | $109.6M | 51 | 1,400 |
| Dec 2016 | $429M | $259.8M | $169.2M | 50 | 1,250 |
| Oct 2016 | $429M | $259.8M | $169.2M | 50 | 1,250 |
| Oct 2016 | $429M | $259.8M | $169.2M | 50 | 1,250 |
| Sep 2016 | $429M | $259.8M | $169.2M | 50 | 1,250 |
| Jul 2016 | $429M | $259.8M | $169.2M | 50 | 1,250 |
| Mar 2016 | $429M | $259.8M | $169.2M | 50 | 1,250 |
| Nov 2015 | $444M | $236.4M | $207.6M | 55 | 1,000 |
| Oct 2015 | $444M | $236.4M | $207.6M | 55 | 1,000 |
| Jul 2015 | $444M | $236.4M | $207.6M | 55 | 1,000 |
| Mar 2015 | $444M | $236.4M | $207.6M | 55 | 1,000 |
| Jan 2015 | $357.9M | $236.1M | $121.8M | 35 | 900 |
| Aug 2014 | $357.9M | $236.1M | $121.8M | 35 | 900 |
| May 2014 | $357.9M | $236.1M | $121.8M | 35 | 900 |
| Mar 2014 | $357.9M | $236.1M | $121.8M | 35 | 900 |
| Dec 2013 | $313.6M | $205.5M | $108.2M | 29 | 600 |
| Nov 2013 | $313.6M | $205.5M | $108.2M | 29 | 600 |
| Oct 2013 | $313.6M | $205.5M | $108.2M | 29 | 600 |
| Mar 2013 | $313.6M | $205.5M | $108.2M | 29 | 600 |
| Dec 2012 | $287.3M | $179.4M | $107.9M | 25 | 600 |
| Oct 2012 | $287.3M | $179.4M | $107.9M | 25 | 600 |
| May 2012 | $287.3M | $179.4M | $107.9M | 11 | 600 |
| Mar 2012 | $287.3M | $179.4M | $107.9M | 11 | 600 |
| Apr 2011 | $297.3M | $185M | $112.3M | -- | -- |
| Mar 2011 | $297.3M | $185M | $112.3M | -- | -- |
| Apr 2010 | $261.9M | $155.4M | $106.4M | -- | -- |
| May 2007 | $244.7M | $174.5M | $70.2M | -- | -- |
| Mar 2007 | $244.7M | $174.5M | $70.2M | -- | -- |
| Mar 2006 | $219.8M | $150M | $69.8M | -- | -- |
| Apr 2004 | $151.5M | $84.2M | $67.3M | -- | -- |
| Oct 2001 | $122.1M | $21M | $101.1M | -- | -- |
| Aug 2001 | $122.1M | $21M | $101.1M | -- | -- |
DateDec 2025
Total AUM$793.5M
Discretionary$639.4M
Non-Disc.$154.1M
Employees61
Clients115
DateMar 2025
Total AUM$793.5M
Discretionary$639.4M
Non-Disc.$154.1M
Employees61
Clients115
DateMar 2025
Total AUM$720.3M
Discretionary$580.5M
Non-Disc.$139.7M
Employees63
Clients90
DateJul 2024
Total AUM$720.3M
Discretionary$580.5M
Non-Disc.$139.7M
Employees63
Clients90
DateMar 2024
Total AUM$720.3M
Discretionary$580.5M
Non-Disc.$139.7M
Employees63
Clients90
DateMay 2023
Total AUM$630M
Discretionary$498.9M
Non-Disc.$131.1M
Employees59
Clients97
DateMar 2023
Total AUM$630M
Discretionary$498.9M
Non-Disc.$131.1M
Employees59
Clients97
DateApr 2022
Total AUM$772.9M
Discretionary$611.4M
Non-Disc.$161.4M
Employees57
Clients95
DateMar 2022
Total AUM$645.8M
Discretionary$498.2M
Non-Disc.$147.6M
Employees65
Clients17
DateMar 2022
Total AUM$645.8M
Discretionary$498.2M
Non-Disc.$147.6M
Employees65
Clients17
DateMar 2021
Total AUM$645.8M
Discretionary$498.2M
Non-Disc.$147.6M
Employees65
Clients17
DateDec 2020
Total AUM$572.5M
Discretionary$440.4M
Non-Disc.$132M
Employees70
Clients100
DateNov 2020
Total AUM$572.5M
Discretionary$440.4M
Non-Disc.$132M
Employees70
Clients100
DateOct 2020
Total AUM$572.5M
Discretionary$440.4M
Non-Disc.$132M
Employees70
Clients100
DateAug 2020
Total AUM$572.5M
Discretionary$440.4M
Non-Disc.$132M
Employees70
Clients100
DateAug 2020
Total AUM$572.5M
Discretionary$440.4M
Non-Disc.$132M
Employees70
Clients100
DateJun 2020
Total AUM$572.5M
Discretionary$440.4M
Non-Disc.$132M
Employees70
Clients100
DateMar 2020
Total AUM$572.5M
Discretionary$440.4M
Non-Disc.$132M
Employees70
Clients100
DateNov 2019
Total AUM$490.8M
Discretionary$350.4M
Non-Disc.$140.5M
Employees50
Clients76
DateMar 2019
Total AUM$490.8M
Discretionary$350.4M
Non-Disc.$140.5M
Employees50
Clients76
DateJan 2019
Total AUM$508.9M
Discretionary$345.3M
Non-Disc.$163.6M
Employees51
Clients65
DateMay 2018
Total AUM$508.9M
Discretionary$345.3M
Non-Disc.$163.6M
Employees51
Clients65
DateMar 2018
Total AUM$508.9M
Discretionary$345.3M
Non-Disc.$163.6M
Employees51
Clients65
DateNov 2017
Total AUM$426.9M
Discretionary$317.3M
Non-Disc.$109.6M
Employees51
Clients0
DateMay 2017
Total AUM$426.9M
Discretionary$317.3M
Non-Disc.$109.6M
Employees51
Clients1,400
DateFeb 2017
Total AUM$426.9M
Discretionary$317.3M
Non-Disc.$109.6M
Employees51
Clients1,400
DateJan 2017
Total AUM$426.9M
Discretionary$317.3M
Non-Disc.$109.6M
Employees51
Clients1,400
DateDec 2016
Total AUM$429M
Discretionary$259.8M
Non-Disc.$169.2M
Employees50
Clients1,250
DateOct 2016
Total AUM$429M
Discretionary$259.8M
Non-Disc.$169.2M
Employees50
Clients1,250
DateOct 2016
Total AUM$429M
Discretionary$259.8M
Non-Disc.$169.2M
Employees50
Clients1,250
DateSep 2016
Total AUM$429M
Discretionary$259.8M
Non-Disc.$169.2M
Employees50
Clients1,250
DateJul 2016
Total AUM$429M
Discretionary$259.8M
Non-Disc.$169.2M
Employees50
Clients1,250
DateMar 2016
Total AUM$429M
Discretionary$259.8M
Non-Disc.$169.2M
Employees50
Clients1,250
DateNov 2015
Total AUM$444M
Discretionary$236.4M
Non-Disc.$207.6M
Employees55
Clients1,000
DateOct 2015
Total AUM$444M
Discretionary$236.4M
Non-Disc.$207.6M
Employees55
Clients1,000
DateJul 2015
Total AUM$444M
Discretionary$236.4M
Non-Disc.$207.6M
Employees55
Clients1,000
DateMar 2015
Total AUM$444M
Discretionary$236.4M
Non-Disc.$207.6M
Employees55
Clients1,000
DateJan 2015
Total AUM$357.9M
Discretionary$236.1M
Non-Disc.$121.8M
Employees35
Clients900
DateAug 2014
Total AUM$357.9M
Discretionary$236.1M
Non-Disc.$121.8M
Employees35
Clients900
DateMay 2014
Total AUM$357.9M
Discretionary$236.1M
Non-Disc.$121.8M
Employees35
Clients900
DateMar 2014
Total AUM$357.9M
Discretionary$236.1M
Non-Disc.$121.8M
Employees35
Clients900
DateDec 2013
Total AUM$313.6M
Discretionary$205.5M
Non-Disc.$108.2M
Employees29
Clients600
DateNov 2013
Total AUM$313.6M
Discretionary$205.5M
Non-Disc.$108.2M
Employees29
Clients600
DateOct 2013
Total AUM$313.6M
Discretionary$205.5M
Non-Disc.$108.2M
Employees29
Clients600
DateMar 2013
Total AUM$313.6M
Discretionary$205.5M
Non-Disc.$108.2M
Employees29
Clients600
DateDec 2012
Total AUM$287.3M
Discretionary$179.4M
Non-Disc.$107.9M
Employees25
Clients600
DateOct 2012
Total AUM$287.3M
Discretionary$179.4M
Non-Disc.$107.9M
Employees25
Clients600
DateMay 2012
Total AUM$287.3M
Discretionary$179.4M
Non-Disc.$107.9M
Employees11
Clients600
DateMar 2012
Total AUM$287.3M
Discretionary$179.4M
Non-Disc.$107.9M
Employees11
Clients600
DateApr 2011
Total AUM$297.3M
Discretionary$185M
Non-Disc.$112.3M
Employees--
Clients--
DateMar 2011
Total AUM$297.3M
Discretionary$185M
Non-Disc.$112.3M
Employees--
Clients--
DateApr 2010
Total AUM$261.9M
Discretionary$155.4M
Non-Disc.$106.4M
Employees--
Clients--
DateMay 2007
Total AUM$244.7M
Discretionary$174.5M
Non-Disc.$70.2M
Employees--
Clients--
DateMar 2007
Total AUM$244.7M
Discretionary$174.5M
Non-Disc.$70.2M
Employees--
Clients--
DateMar 2006
Total AUM$219.8M
Discretionary$150M
Non-Disc.$69.8M
Employees--
Clients--
DateApr 2004
Total AUM$151.5M
Discretionary$84.2M
Non-Disc.$67.3M
Employees--
Clients--
DateOct 2001
Total AUM$122.1M
Discretionary$21M
Non-Disc.$101.1M
Employees--
Clients--
DateAug 2001
Total AUM$122.1M
Discretionary$21M
Non-Disc.$101.1M
Employees--
Clients--