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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

VICKERMAN INVESTMENT ADVISORS, INC.

CRD 313240

SPOKANE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:20800428-1674-df0c-2651-cff7df8bec2b

Data as of Feb 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 5
On other graphs: 0
Observed: Feb 24, 2021 to Feb 25, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $632MItem 5.F on the latest filing (2026-02-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $632M
Private client RAUM: $628MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $126Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,159
Individual clients: 278
High net worth clients: 150
Custody, client assets: $317M
SEC number: 801-120620
CRD: 313240
Filings on the tape: 12
First filed: Feb 24, 2021
Latest filed: Feb 25, 2026
Organised: Corporation, WA
Website: vickermandriscoll.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL JAMES VICKERMAN	n/a	SPOKANE, WA	5	32	2	no
CHRISTOPHER WILLIAM GRASMICK	n/a	SPOKANE, WA	5	23	2	no
JEREMY BRANDON HOUY	n/a	SPOKANE, WA	3	24	3	no
Marcus Alexander Holzschuh	n/a	SPOKANE, WA	2	15	n/a	no
Dylan Bohnert	n/a	SPOKANE, WA	1	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GRASMICK, CHRISTOPHER, WILLIAM	OWNER, INVESTMENT ADVISOR REPRESENTATIVE	B	yes	01/2023	Mar 13, 2023	Mar 21, 2024
VICKERMAN, MICHAEL, JAMES	PRESIDENT, CCO	E	yes	02/2021	Feb 24, 2021	Mar 21, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 25, 2026	$632M	$632M	7	5	n/a	n/a
2024	Mar 24, 2025	$467M	$467M	7	4	n/a	n/a
2023	Mar 19, 2024	$372M	$372M	6	3	n/a	n/a
2022	Mar 13, 2023	$331M	$331M	6	4	n/a	n/a
2021	Mar 4, 2022	$343M	$343M	2	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$632M	$467M	35.5%	$331M	24.1%	7	7	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
TEN CAPITAL WEALTH ADVISORS, LLC	2	Jun 30, 2021	Jul 1, 2021	SPOKANE, WA	Team lift out	RIA to new firm	22.2%

Relationships

Registered with (7)

← Dylan BohnertAdvisorregistration: current employment
Jun 13, 2025 to presentfactForm ADV
← Marcus Alexander HolzschuhAdvisorregistration: current employment
May 14, 2024 to presentfactForm ADV
← JEREMY BRANDON HOUYAdvisorregistration: current employment
Oct 3, 2022 to presentfactForm ADV
← CHRISTOPHER WILLIAM GRASMICKAdvisorregistration: current employment
Jul 19, 2021 to presentfactForm ADV
← MICHAEL JAMES VICKERMANAdvisorregistration: current employment
Jul 1, 2021 to presentfactForm ADV
← Brian James KenyonAdvisorregistration: previous registration
Jul 19, 2021 to Aug 7, 2023factForm ADV
← Amy Jo Van LieropAdvisorregistration: previous registration
Jul 1, 2021 to Jul 19, 2022factForm ADV

Controls (2)

← VICKERMAN, MICHAEL, JAMESOwnerPRESIDENT, CCO, ownership code E, individual
Feb 24, 2021 to Mar 21, 2024factForm ADV
← GRASMICK, CHRISTOPHER, WILLIAMOwnerOWNER, INVESTMENT ADVISOR REPRESENTATIVE, ownership code B, individual
Mar 13, 2023 to Mar 21, 2024factForm ADV

Moved with (1)

← TEN CAPITAL WEALTH ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Jun 30, 2021 to Jul 1, 2021factForm ADV

Dated events

Occurred
Feb 25, 2026
Regulatory AUM changed
Vickerman Investment Advisors, Inc. reported RAUM $632.3M, up 36% from $466.6M (2025-06-10 to 2026-02-25)
Form ADVobserved 5 days ago
$166M
Occurred
Aug 7, 2023
Advisor changed firm
Brian James Kenyon left Vickerman Investment Advisors, Inc. for U.S. Bancorp Investments, Inc. (registered 2024-01-30)
Form ADVobserved 5 days ago
Occurred
Mar 13, 2023
Control person joined
William Christopher Grasmick (Owner, Investment Advisor Representative) appeared on Schedule A of Vickerman Investment Advisors, Inc.
Form ADVobserved 5 days ago
Occurred
Jul 19, 2022
Advisor changed firm
Amy Jo Van Lierop left Vickerman Investment Advisors, Inc. for Mercer Global Advisors Inc. (registered 2022-08-09)
Form ADVobserved 5 days ago
Occurred
Feb 24, 2021
First Form ADV filing
Vickerman Investment Advisors, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:20800428-1674-df0c-2651-cff7df8bec2b
First observed: Feb 24, 2021
Last observed: Feb 25, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VICKERMAN INVESTMENT ADVISORS, INC.

CRD 313240

SPOKANE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:20800428-1674-df0c-2651-cff7df8bec2b

Data as of Feb 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:21 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL JAMES VICKERMAN

n/a

SPOKANE, WA

CHRISTOPHER WILLIAM GRASMICK

n/a

SPOKANE, WA

JEREMY BRANDON HOUY

n/a

SPOKANE, WA

Marcus Alexander Holzschuh

n/a

SPOKANE, WA

n/a

Dylan Bohnert

n/a

SPOKANE, WA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GRASMICK, CHRISTOPHER, WILLIAM

OWNER, INVESTMENT ADVISOR REPRESENTATIVE

yes

01/2023

Mar 13, 2023

Mar 21, 2024

VICKERMAN, MICHAEL, JAMES

PRESIDENT, CCO

yes

02/2021

Feb 24, 2021

Mar 21, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 25, 2026

$632M

n/a

2024

Mar 24, 2025

$467M

n/a

2023

Mar 19, 2024

$372M

n/a

2022

Mar 13, 2023

$331M

n/a

2021

Mar 4, 2022

$343M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$632M

$467M

35.5%

$331M

24.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

TEN CAPITAL WEALTH ADVISORS, LLC

Jun 30, 2021

Jul 1, 2021

SPOKANE, WA

Team lift out

RIA to new firm

22.2%