V2 Financial Group, Llc
- Regulatory AUM
- $350M
- Discretionary
- $350M
- Clients
- 205
- Avg AUM / client
- $1.7M
- Accounts
- 1,036
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 86 | $33.1M | 9.45% |
| High net worth individuals | 119 | $316M | 90.2% |
| Charitable organizations | Fewer than 5 clients | $993K | 0.28% |
| Corporations and other businesses | Fewer than 5 clients | $332K | 0.09% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Venkatakrishna Sharma Vedam | Principal/Managing Member | Oct 2006 (20y) | 25% – 50% | |
| Venkatram Krishnamurthy | Principal/Managing Member And Cco As Of 02/2019 | Oct 2006 (20y) | 25% – 50% | |
| Vedam, Sharmila | Office Manager | Jan 2023 (4y) | 10% – 25% | |
| Aiylam Parameswaran Sankaran | Registered representative | Nov 2018 (8y) | ||
| Prakhar Bansal | Registered representative | CFA | Sep 2025 (1y) |
Undisclosed: 0% – 40% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 928 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
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $303M (86% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 23, 2026.
View current Form ADV (SEC/IAPD) ↗