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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

VSM WEALTH ADVISORY, LLC

CRD 313717

HUNT VALLEY, MD

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:9f78dd15-7e02-e80c-56b6-e27d6b71fd84

Data as of Sep 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: May 6, 2021 to Sep 11, 2026
10 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=0.92 fund_share=0.0 institutional_share=0.08 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $678MItem 5.F on the latest filing (2026-09-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $678M
Private client RAUM: $626MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $136Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,524
Individual clients: 176
High net worth clients: 433
SEC number: 801-121412
CRD: 313717
Filings on the tape: 10
First filed: May 6, 2021
Latest filed: Sep 11, 2026
Organised: Limited Liability Company, MD
Website: vs-m.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
Fred Cregan Hill	n/a	HUNT VALLEY, MD	5	13	3	no
CHRISTOPHER JAMES BLAIR	Certified Financial Planner	HUNT VALLEY, MD	5	12	1	no
ROBERT FRANK MEWSHAW	n/a	HUNT VALLEY, MD	5	42	1	no
ALEXANDER FALK BARRON	n/a	HUNT VALLEY, MD	5	38	1	no
BRYAN MICHAEL THALER	n/a	HUNT VALLEY, MD	5	32	1	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
FCH CAPITAL MANAGEMENT, LLC	Owner	E	yes	05/2021	May 6, 2021	Mar 15, 2024
Hill, Fred, C	Owner	E	yes	05/2021	May 6, 2021	Mar 15, 2024
Hill, Fred, C	MANAGER AND CHIEF OPERATING OFFICER	Na	yes	05/2021	May 6, 2021	Mar 15, 2024
MEWSHAW, ROBERT, FRANK	PRESIDENT, CHIEF COMPLIANCE OFFICER	Na	yes	05/2021	May 6, 2021	Mar 15, 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	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$678M	$678M	6	5	1	n/a	n/a
2024	Mar 27, 2025	$587M	$587M	6	5	0	n/a	n/a
2023	Mar 15, 2024	$498M	$498M	6	5	0	n/a	n/a
2022	Mar 17, 2023	$421M	$421M	6	5	0	n/a	n/a
2021	Mar 18, 2022	$441M	$441M	6	5	0	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	$678M	$587M	15.4%	$421M	17.2%	6	6	1	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
VANSANT MEWSHAW	5	Jul 20, 2021	Jun 18, 2021	LUTHERVILLE, MD	Firm absorbed	RIA to RIA	100.0%

Relationships

Registered with (5)

← ALEXANDER FALK BARRONAdvisorregistration: current employment
Jun 18, 2021 to presentfactForm ADV
← BRYAN MICHAEL THALERAdvisorregistration: current employment
Jun 18, 2021 to presentfactForm ADV
← Fred Cregan HillAdvisorregistration: current employment
Jun 16, 2021 to presentfactForm ADV
← CHRISTOPHER JAMES BLAIRAdvisorregistration: current employment
Jun 16, 2021 to presentfactForm ADV
← ROBERT FRANK MEWSHAWAdvisorregistration: current employment
Jun 16, 2021 to presentfactForm ADV

Controls (3)

← Hill, Fred, COwnerOWNER, ownership code E, individual
May 6, 2021 to Mar 15, 2024factForm ADV
← MEWSHAW, ROBERT, FRANKOwnerPRESIDENT, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 6, 2021 to Mar 15, 2024factForm ADV
← FCH CAPITAL MANAGEMENT, LLCOwnerOWNER, ownership code E, domestic entity
May 6, 2021 to Mar 15, 2024factForm ADV

Moved with (1)

← VANSANT MEWSHAWRegistered adviser5 advisors, firm absorbed, same day
Jul 20, 2021 to Jun 18, 2021factForm ADV

Dated events

Occurred
May 6, 2021
Succession filed (Item 4)
Vsm Wealth Advisory, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
May 6, 2021
First Form ADV filing
Vsm Wealth Advisory, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9f78dd15-7e02-e80c-56b6-e27d6b71fd84
First observed: May 6, 2021
Last observed: Sep 11, 2026 9 days 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.

VSM WEALTH ADVISORY, LLC

CRD 313717

HUNT VALLEY, MD

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:9f78dd15-7e02-e80c-56b6-e27d6b71fd84

Data as of Sep 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:18 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Fred Cregan Hill

n/a

HUNT VALLEY, MD

CHRISTOPHER JAMES BLAIR

Certified Financial Planner

HUNT VALLEY, MD

ROBERT FRANK MEWSHAW

n/a

HUNT VALLEY, MD

ALEXANDER FALK BARRON

n/a

HUNT VALLEY, MD

BRYAN MICHAEL THALER

n/a

HUNT VALLEY, MD

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FCH CAPITAL MANAGEMENT, LLC

Owner

yes

05/2021

May 6, 2021

Mar 15, 2024

Hill, Fred, C

Owner

yes

05/2021

May 6, 2021

Mar 15, 2024

Hill, Fred, C

MANAGER AND CHIEF OPERATING OFFICER

yes

05/2021

May 6, 2021

Mar 15, 2024

MEWSHAW, ROBERT, FRANK

PRESIDENT, CHIEF COMPLIANCE OFFICER

yes

05/2021

May 6, 2021

Mar 15, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$678M

n/a

2024

Mar 27, 2025

$587M

n/a

2023

Mar 15, 2024

$498M

n/a

2022

Mar 17, 2023

$421M

n/a

2021

Mar 18, 2022

$441M

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

$678M

$587M

15.4%

$421M

17.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

VANSANT MEWSHAW

Jul 20, 2021

Jun 18, 2021

LUTHERVILLE, MD

Firm absorbed

RIA to RIA

100.0%