Vam Group, Inc.
- Regulatory AUM
- $589M
- Discretionary
- $577M
- Clients
- 461
- Avg AUM / client
- $1.3M
- Accounts
- 1,614
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 284 | $119M | 20.2% |
| High net worth individuals | 162 | $428M | 72.6% |
| Pension and profit sharing plans | 12 | $38.5M | 6.54% |
| Charitable organizations | 1 | $341K | 0.06% |
| Corporations and other businesses | 2 | $3.5M | 0.59% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Jedco, Inc. 401 K/Profit Sharing Plan Jedco, Inc. | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglas Edward Voisard | President | CFP | Oct 2001 (25y) | 50% – 75% |
| Brandon Dale Bauer | Partner/Wealth Manager | CFP | Jan 2016 (11y) | 10% – 25% |
| Jordan Benjamin Buffum | Partner/Wealth Manager | CFP | Jan 2016 (11y) | 10% – 25% |
| Parks, Elizabeth | Chief Compliance Officer And Operations Manager | May 2020 (6y) | Less than 5% | |
| Jordan A. Katje | Registered representative | CFP | Nov 2022 (4y) | |
| Daniel Curtis Haines | Registered representative | CFP CFA | Aug 2024 (2y) | |
| Michael R Mac Gillivray | Registered representative | CFP | Nov 2024 (2y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Jedco, Inc. 401 K/Profit Sharing Plan | Jedco, Inc. | 197 | $14.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/05/2026 | 957 KB | 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
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $549M (93% of AUM) Jul 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: Jul 21, 2026.
View current Form ADV (SEC/IAPD) ↗