A V Capital Management, Llc
- Regulatory AUM
- $59.5M
- Discretionary
- $40.6M
- Clients
- 54
- Avg AUM / client
- $1.1M
- Accounts
- 122
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 20 | $5.9M | 9.89% |
| High net worth individuals | 34 | $53.5M | 89.9% |
| Charitable organizations | Fewer than 5 clients | $96.6K | 0.16% |
| Corporations and other businesses | Fewer than 5 clients | $35.0K | 0.06% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lisa V. Amann | Member/President/Chief Compliance Officer | Nov 2006 (20y) | 50% – 75% | |
| Cary Joseph Amann | Member/Chief Executive Officer | Feb 2007 (20y) | 50% – 75% |
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) | 03/02/2026 | 991 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
- • Fixed fees
- • Other fees
- • NEGOTIABLE
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Pershing $59.5M (100% 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 02, 2026.
View current Form ADV (SEC/IAPD) ↗