Vaquero Private Wealth, Ltd.
- Regulatory AUM
- $929M
- Discretionary
- $821M
- Clients
- 285
- Avg AUM / client
- $3.3M
- Accounts
- 739
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 79 | $17.9M | 1.93% |
| High net worth individuals | 179 | $872M | 93.8% |
| Pension and profit sharing plans | 5 | $11.0M | 1.18% |
| Charitable organizations | 4 | $7.6M | 0.82% |
| Insurance companies | 1 | $3.3M | 0.36% |
| Corporations and other businesses | 17 | $17.4M | 1.87% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Benjamin Gordon | Managing Partner | Aug 2017 (9y) | 75% or more | |
| Laura C. Blair | Director Of Operations, Chief Compliance Officer | Aug 2017 (9y) | ≈ 0% – 2.5% via Vaquero General Partner, Llc | |
| Paul William Harvey | Registered representative | CFA | Feb 2020 (6y) | |
| Ryan Michael Maynard | Registered representative | CFP CFA | Feb 2021 (5y) | |
| Jason Matthew Morton | Registered representative | CFP CFA | Apr 2022 (4y) | |
| Daniel Carlton | Registered representative | Oct 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Vaquero General Partner, Llc | General Partner | Aug 2017 | A | Less than 5% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Laura C. Blair: 25% – 50% of Vaquero General Partner, Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
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) | 02/24/2026 | 919 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
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
- Pershing $461M (50% of AUM) Feb 2026
- Fidelity Brokerage Services $283M (30% of AUM) Feb 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: Feb 24, 2026.
View current Form ADV (SEC/IAPD) ↗