VL
Van Liew Capital Inc
State-registered
Multi-Family Office · Boutique (under $100M)
CRD 105502
· SEC file 801-21498
· Providence, RI
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ADV data as of Mar 26, 2026
- Regulatory AUM
- $67.2M
- Discretionary
- $67.2M
- Clients
- 6
- Avg AUM / client
- $11.2M
- Accounts
- 10
- Employees
- 5
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $836K | 1.24% |
| High net worth individuals | 6 | $57.7M | 85.9% |
| Pension and profit sharing plans | Fewer than 5 clients | $8.0M | 11.9% |
| Charitable organizations | Fewer than 5 clients | $627K | 0.93% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alfred Buttler Vanliew | Registered representative | Jan 2026 (1y) | ||
| Joseph James Healy | Registered representative | Jan 2026 (1y) | ||
| Kevin Michael Oates | Registered representative | Jan 2026 (1y) | ||
| Samuel Haydock Hallowell | Registered representative | Jan 2026 (1y) | ||
| Wade Michael Walbrun | Registered representative | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Brokerage Services $67.2M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗