DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
V•••••• A•••• M••••••••• G••••
Legal name V•• G••••• I•••
Latest filing Jul 21, 2026
First filing on the tape Mar 19, 2012 · 39 filings
SEC status approved since Jul 3, 2003
RAUM
$589M
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
93%
$547M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$98.2M
derived; firm RAUM over IAPD count
Employees
8
6 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
39 filings and snapshots on the tape
RAUM$589M as of Jul 21, 2026
Mar 19, 2012$90.8M then
HNW client RAUM$428M as of Jul 21, 2026
Feb 20, 2018$94.5M then
State-registered IARs (5.B.3)6 as of Jul 21, 2026
Mar 19, 20120 then
Employees (5.A)8 as of Jul 21, 2026
Mar 4, 20133 then
Private funds: no history
RAUM +20% over the last fiscal year+27% a year over threeIARs 6 to 6
Practice profile
derived from the filing of Jul 21, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $98.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 74derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.6MderivedHNW RAUM over HNW clients
- Average account
- $365,164derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 6.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 3.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +2.8%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $543M, 433 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$428M73%
- Individuals$119M20%
- Pension and profit-sharing plans$38.5M6.5%
- Corporations and businesses$3.5M0.6%
- Charitable organizations$340,6740.1%
- Individual clients
- 284reported
- HNW clients
- 162reported
- Pension plan clients
- 12reported
- Charitable clients
- 1reported
- Accounts
- 1,614reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $543M for 433 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.93 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| D•••••• E••••• V••••••Certified Financial Planner | Grand Rapids, Mi | May 21, 2010 | 24 y | 0 |
| B•••••• D••• B••••Certified Financial Planner | Grand Rapids, Mi | Jan 7, 2016 | 14 y | 0 |
| J••••• B••••••• B•••••Certified Financial Planner | Grand Rapids, Mi | Jan 15, 2016 | 11 y | 0 |
| J••••• A• K••••Certified Financial Planner | Grand Rapids, Mi | Nov 1, 2022 | 14 y | 0 |
| D••••• C••••• H•••••Certified Financial Planner, Chartered Financial Analyst | Grand Rapids, Mi | Aug 11, 2024 | 12 y | 2 |
| M•••••• R• M•••••••••Certified Financial Planner | Grand Rapids, Mi | Nov 22, 2024 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount2 left over 36 months
Left, latest
- L•••• A•••••• M••• to L• A•••• M••••••••• L••Jul 12, 2024 · Other
- M•••••• J• T••••••• to C••••••••• F•••••••• N••••••Oct 12, 2023 · RIA to affiliated broker-dealer or bank
- J••• C••••• H••• to L•••••• I•••••••••May 27, 2022 · RIA to RIA
- E••••• D••• A••••••• to W•••••• • R•••Dec 4, 2015 · Other
Joined, latest
- D••••• C••••• H••••• from S••••••••• A•••••••Aug 11, 2024 · Other
- J••• C••••• H••• from H••••••••• F•••••••• A•••••••Sep 22, 2020 · Affiliated broker-dealer or bank to independent RIA
- E••••• D••• A••••••• from N•• E•••••• S••••••••• C•••••••••Jul 12, 2012 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- P••••• E•••••••• · Chief Compliance Officer And Operations Managercontrolsince 05/2020 · owns less than 5%
- V••••••• D••••••• E••••• · Presidentcontrolsince 10/2001 · owns 50% to 75%
- B••••• B••••••• D••• · Partner/Wealth Managersince 07/2019 · owns 10% to 25%
- B•••••• J•••••• B••••••• · Partner/Wealth Managersince 07/2019 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Grand Rapids, Mi · principal | 6 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Portage, MI1 employees
What changed
consecutive filings, newest first
- Accounts · 1,465 to 1,614Feb 21, 2025 to Jan 29, 2026
- Corporate clients · 1 to 2Feb 21, 2025 to Jan 29, 2026
- HNW clients · 139 to 162Feb 21, 2025 to Jan 29, 2026
- Individual clients · 295 to 284Feb 21, 2025 to Jan 29, 2026
- Pension plan clients · 14 to 12Feb 21, 2025 to Jan 29, 2026
- Assets in custody · $448M to $543MFeb 21, 2025 to Jan 29, 2026
- Discretionary RAUM · $480M to $577MFeb 21, 2025 to Jan 29, 2026
- HNW RAUM · $328M to $428MFeb 21, 2025 to Jan 29, 2026
- Individual RAUM · $124M to $119MFeb 21, 2025 to Jan 29, 2026
- Non-discretionary RAUM · $10.5M to $12.3MFeb 21, 2025 to Jan 29, 2026
- Pension RAUM · $36.0M to $38.5MFeb 21, 2025 to Jan 29, 2026
- RAUM · $490M to $589MFeb 21, 2025 to Jan 29, 2026
- Accounts · 1,281 to 1,465Aug 7, 2024 to Feb 21, 2025
- Advisory employees · 5 to 6Aug 7, 2024 to Feb 21, 2025
- Corporate clients · unset to 1.0Aug 7, 2024 to Feb 21, 2025
- HNW clients · 110 to 139Aug 7, 2024 to Feb 21, 2025
- Individual clients · 265 to 295Aug 7, 2024 to Feb 21, 2025
- Pension plan clients · unset to 14.0Aug 7, 2024 to Feb 21, 2025
- Assets in custody · $378M to $448MAug 7, 2024 to Feb 21, 2025
- Financial planning clients · 251-500 to 251-500Aug 7, 2024 to Feb 21, 2025
- State-registered IARs · 5 to 6Aug 7, 2024 to Feb 21, 2025
- Discretionary RAUM · $375M to $480MAug 7, 2024 to Feb 21, 2025
- HNW RAUM · $265M to $328MAug 7, 2024 to Feb 21, 2025
- Individual RAUM · $115M to $124MAug 7, 2024 to Feb 21, 2025
- Non-discretionary RAUM · $4.7M to $10.5MAug 7, 2024 to Feb 21, 2025
- Pension RAUM · unset to 35984733.0Aug 7, 2024 to Feb 21, 2025
- RAUM · $380M to $490MAug 7, 2024 to Feb 21, 2025
- Other offices · 0 to 1Feb 22, 2024 to Aug 7, 2024
- Accounts · 1,180 to 1,281Sep 6, 2023 to Jan 25, 2024
- Advisory employees · 6 to 5Sep 6, 2023 to Jan 25, 2024
- HNW clients · 89 to 110Sep 6, 2023 to Jan 25, 2024
- Individual clients · 262 to 265Sep 6, 2023 to Jan 25, 2024
- Assets in custody · $283M to $378MSep 6, 2023 to Jan 25, 2024
- State-registered IARs · 6 to 5Sep 6, 2023 to Jan 25, 2024
- Discretionary RAUM · $282M to $375MSep 6, 2023 to Jan 25, 2024
- HNW RAUM · $179M to $265MSep 6, 2023 to Jan 25, 2024
- Individual RAUM · $107M to $115MSep 6, 2023 to Jan 25, 2024
- Non-discretionary RAUM · $3.8M to $4.7MSep 6, 2023 to Jan 25, 2024
- RAUM · $286M to $380MSep 6, 2023 to Jan 25, 2024
- Other offices · 1 to 0Feb 2, 2023 to Sep 6, 2023
Signals
5 dated events
- V•••••• A•••• M••••••••• G•••• reported RAUM $490.2M, up 29% from $379.8M (2024-08-07 to 2025-02-21)Feb 21, 2025 · RAUM change · derived
- L•••• A•••••• M••• left V•••••• A•••• M••••••••• G•••• for L• A•••• M••••••••• L•• (registered 2024-12-02)Jul 12, 2024 · Advisor changed firm · fact
- M•••••• J• T••••••• left V•••••• A•••• M••••••••• G•••• for C••••••••• F•••••••• N•••••• (registered 2023-11-07)Oct 12, 2023 · Advisor changed firm · fact
- J••• C••••• H••• left V•••••• A•••• M••••••••• G•••• for L•••••• I••••••••• (registered 2022-07-30)May 27, 2022 · Advisor changed firm · fact
- Elizabeth Parks (Chief Compliance Officer And Operations Manager) appeared on Schedule A of V•••••• A•••• M••••••••• G••••May 21, 2020 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@voisardgroup.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 616-988-5694reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 616-988-5778reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- V••••••GROUP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 616-988-5778reportedpublic record, Form ADV, Jul 21, 2026
- Contact form
- voisardgroup.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $98.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026