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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

VOISARD ASSET MANAGEMENT GROUP

VAM GROUP, INC., CRD 118048

GRAND RAPIDS, MI

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:bc96e0b2-1f70-6b0f-2dec-a47540a030d2

Data as of Jul 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 5
On other graphs: 0
Observed: Mar 19, 2012 to Jul 21, 2026
39 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=0.93 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $589MItem 5.F on the latest filing (2026-07-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $577M
Private client RAUM: $547MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $98.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,614
Individual clients: 284
High net worth clients: 162
Custody, client assets: $543M
SEC number: 801-62198
CRD: 118048
Filings on the tape: 39
First filed: Mar 19, 2012
Latest filed: Jul 21, 2026
Organised: Corporation, MI

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
DOUGLAS EDWARD VOISARD	Certified Financial Planner	GRAND RAPIDS, MI	16	24	n/a	no
Brandon Dale Bauer	Certified Financial Planner	GRAND RAPIDS, MI	10	14	n/a	no
Jordan Benjamin Buffum	Certified Financial Planner	GRAND RAPIDS, MI	10	11	n/a	no
JORDAN A. KATJE	Certified Financial Planner	GRAND RAPIDS, MI	3	14	n/a	no
Daniel Curtis Haines	Certified Financial Planner\|Chartered Financial Analyst	GRAND RAPIDS, MI	2	12	2	no
Michael R MacGillivray	Certified Financial Planner	GRAND RAPIDS, MI	1	10	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
PARKS, ELIZABETH	CHIEF COMPLIANCE OFFICER AND OPERATIONS MANAGER	Na	yes	05/2020	May 21, 2020	Aug 7, 2024
VOISARD, DOUGLAS, EDWARD	President	D	yes	10/2001	Mar 19, 2012	Aug 7, 2024
Bauer, Brandon, Dale	PARTNER/WEALTH MANAGER	B	no	07/2019	Sep 20, 2019	Aug 7, 2024
Buffum, Jordan, Benjamin	PARTNER/WEALTH MANAGER	B	no	07/2019	Sep 20, 2019	Aug 7, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Portage	Mi	United States	1	no

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; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 9, 2026	$589M	$577M	8	6	1	n/a	n/a
2024	Feb 21, 2025	$490M	$480M	8	6	1	n/a	n/a
2023	Jan 25, 2024	$380M	$375M	8	5	0	n/a	n/a
2022	Feb 2, 2023	$286M	$282M	8	6	1	n/a	n/a
2021	Feb 24, 2022	$312M	$307M	8	6	1	n/a	n/a
2020	Feb 4, 2021	$258M	$254M	7	5	0	n/a	n/a
2019	Mar 3, 2020	$216M	$212M	6	4	0	n/a	n/a
2018	Feb 13, 2019	$167M	$167M	6	4	0	n/a	n/a
2017	Feb 20, 2018	$164M	$164M	6	4	0	n/a	n/a
2016	Feb 2, 2017	$134M	$134M	5	3	n/a	n/a	n/a
2015	Feb 17, 2016	$120M	$120M	6	4	n/a	n/a	n/a
2014	Feb 23, 2015	$130M	$130M	5	3	n/a	n/a	n/a
2013	Feb 4, 2014	$117M	$117M	3	3	n/a	n/a	n/a
2012	Mar 4, 2013	$102M	$101M	3	3	n/a	n/a	n/a
2011	Mar 19, 2012	$90.8M	$89.7M	n/a	n/a	n/a	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	1	2

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	$589M	$490M	20.2%	$286M	27.3%	8	8	1	1

Relationships

Registered with (10)

← Michael R MacGillivrayAdvisorregistration: current employment
Nov 22, 2024 to presentfactForm ADV
← Daniel Curtis HainesAdvisorregistration: current employment
Aug 11, 2024 to presentfactForm ADV
← JORDAN A. KATJEAdvisorregistration: current employment
Nov 1, 2022 to presentfactForm ADV
← Jordan Benjamin BuffumAdvisorregistration: current employment
Jan 15, 2016 to presentfactForm ADV
← Brandon Dale BauerAdvisorregistration: current employment
Jan 7, 2016 to presentfactForm ADV
← DOUGLAS EDWARD VOISARDAdvisorregistration: current employment
May 21, 2010 to presentfactForm ADV
← LEIGH ALLISON MASTAdvisorregistration: previous registration
Oct 10, 2017 to Jul 12, 2024factForm ADV
← Matthew J TerAvestAdvisorregistration: previous registration
Jun 13, 2023 to Oct 12, 2023factForm ADV
← JOHN CONRAD HAYSAdvisorregistration: previous registration
Sep 22, 2020 to May 27, 2022factForm ADV
← ERNEST DALE ANDERSONAdvisorregistration: previous registration
Jul 12, 2012 to Dec 4, 2015factForm ADV

Controls (2)

← VOISARD, DOUGLAS, EDWARDOwnerPRESIDENT, ownership code D, individual
Mar 19, 2012 to Aug 7, 2024factForm ADV
← PARKS, ELIZABETHOwnerCHIEF COMPLIANCE OFFICER AND OPERATIONS MANAGER, ownership code NA, individual
May 21, 2020 to Aug 7, 2024factForm ADV

Owns (2)

← Bauer, Brandon, DaleOwnerPARTNER/WEALTH MANAGER, ownership code B, individual
Sep 20, 2019 to Aug 7, 2024factForm ADV
← Buffum, Jordan, BenjaminOwnerPARTNER/WEALTH MANAGER, ownership code B, individual
Sep 20, 2019 to Aug 7, 2024factForm ADV

Dated events

Occurred
Feb 21, 2025
Regulatory AUM changed
Voisard Asset Management Group reported RAUM $490.2M, up 29% from $379.8M (2024-08-07 to 2025-02-21)
Form ADVobserved 3 days ago
$110M
Occurred
Jul 12, 2024
Advisor changed firm
Leigh Allison Mast left Voisard Asset Management Group for L2 Asset Management, Llc (registered 2024-12-02)
Form ADVobserved 3 days ago
Occurred
Oct 12, 2023
Advisor changed firm
Matthew J Teravest left Voisard Asset Management Group for Commonwealth Financial Network (registered 2023-11-07)
Form ADVobserved 3 days ago
Occurred
May 27, 2022
Advisor changed firm
John Conrad Hays left Voisard Asset Management Group for Lincoln Investment (registered 2022-07-30)
Form ADVobserved 3 days ago
Occurred
May 21, 2020
Control person joined
Elizabeth Parks (Chief Compliance Officer And Operations Manager) appeared on Schedule A of Voisard Asset Management Group
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bc96e0b2-1f70-6b0f-2dec-a47540a030d2
First observed: Mar 19, 2012
Last observed: Jul 21, 2026 59 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.

VOISARD ASSET MANAGEMENT GROUP

VAM GROUP, INC., CRD 118048

GRAND RAPIDS, MI

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:bc96e0b2-1f70-6b0f-2dec-a47540a030d2

Data as of Jul 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:29 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DOUGLAS EDWARD VOISARD

Certified Financial Planner

GRAND RAPIDS, MI

n/a

Brandon Dale Bauer

Certified Financial Planner

GRAND RAPIDS, MI

n/a

Jordan Benjamin Buffum

Certified Financial Planner

GRAND RAPIDS, MI

n/a

JORDAN A. KATJE

Certified Financial Planner

GRAND RAPIDS, MI

n/a

Daniel Curtis Haines

Certified Financial Planner|Chartered Financial Analyst

GRAND RAPIDS, MI

Michael R MacGillivray

Certified Financial Planner

GRAND RAPIDS, MI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PARKS, ELIZABETH

CHIEF COMPLIANCE OFFICER AND OPERATIONS MANAGER

yes

05/2020

May 21, 2020

Aug 7, 2024

VOISARD, DOUGLAS, EDWARD

President

yes

10/2001

Mar 19, 2012

Aug 7, 2024

Bauer, Brandon, Dale

PARTNER/WEALTH MANAGER

07/2019

Sep 20, 2019

Aug 7, 2024

Buffum, Jordan, Benjamin

PARTNER/WEALTH MANAGER

07/2019

Sep 20, 2019

Aug 7, 2024

City

State

Country

Employees

Also broker-dealer

Portage

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 9, 2026

$589M

$577M

n/a

2024

Feb 21, 2025

$490M

$480M

n/a

2023

Jan 25, 2024

$380M

$375M

n/a

2022

Feb 2, 2023

$286M

$282M

n/a

2021

Feb 24, 2022

$312M

$307M

n/a

2020

Feb 4, 2021

$258M

$254M

n/a

2019

Mar 3, 2020

$216M

$212M

n/a

2018

Feb 13, 2019

$167M

n/a

2017

Feb 20, 2018

$164M

n/a

2016

Feb 2, 2017

$134M

n/a

2015

Feb 17, 2016

$120M

n/a

2014

Feb 23, 2015

$130M

n/a

2013

Feb 4, 2014

$117M

n/a

2012

Mar 4, 2013

$102M

$101M

n/a

2011

Mar 19, 2012

$90.8M

$89.7M

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

$589M

$490M

20.2%

$286M

27.3%