Vermillion & White Wealth Management Group Llc
- Regulatory AUM
- $279M
- Discretionary
- $209M
- Clients
- 357
- Avg AUM / client
- $780K
- Accounts
- 357
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 255 | $62.1M | 22.3% |
| High net worth individuals | 79 | $146M | 52.6% |
| Pension and profit sharing plans | 23 | $70.0M | 25.1% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Joseph White | Manager | CFP | Jun 2013 (13y) | Less than 5% |
| Ryan Lee Vermillion | Manager And Cco | Jun 2013 (13y) | Less than 5% | |
| Christi Lynn Bender | Registered representative | Jun 2014 (12y) | ||
| Robert P Decampli Jr | Registered representative | Jun 2014 (12y) | ||
| Mary Elizabeth Mcclennen Glica | Registered representative | Jul 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Rv Financial, Inc. | Member | Apr 2022 | A | 50% – 75% |
| Bv Financial, Inc. | Member | Apr 2023 | A | 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) | 03/31/2026 | 1.03 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $209M (75% 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 31, 2026.
View current Form ADV (SEC/IAPD) ↗