Virginia Wealth Management Group, Inc.
- Regulatory AUM
- $394M
- Discretionary
- $258M
- Clients
- 117
- Avg AUM / client
- $3.4M
- Accounts
- 399
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 06, 2026
Investments (13F portfolio — 55 positions, $186,820,648)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | CL A | $8,617,680 | 12 | 4.61% | 2.19% |
| 2 | Chevron Corporation | COM | $7,208,228 | 34,839 | 3.86% | 1.83% |
| 3 | Kinder Morgan Inc Del | COM | $7,146,857 | 213,148 | 3.83% | 1.81% |
| 4 | Phillips 66 | COM | $6,860,108 | 37,656 | 3.67% | 1.74% |
| 5 | Jpmorgan Chase & Co | COM | $6,750,949 | 22,950 | 3.61% | 1.71% |
| 6 | Chubb Ltd Switz | COM | $5,960,072 | 18,286 | 3.19% | 1.51% |
| 7 | Cisco Sys Inc | COM | $5,825,407 | 75,079 | 3.12% | 1.48% |
| 8 | Pepsico Inc | COM | $5,660,803 | 36,453 | 3.03% | 1.44% |
| 9 | Apple Inc | COM | $5,400,652 | 21,280 | 2.89% | 1.37% |
| 10 | Southern Co | COM | $5,353,413 | 55,464 | 2.87% | 1.36% |
| 11 | Darden Restaurants Inc | COM | $5,267,119 | 26,868 | 2.82% | 1.34% |
| 12 | Duke Energy Corp New | COM NEW | $5,223,055 | 39,889 | 2.8% | 1.33% |
| 13 | Ishares Tr | IBDS DEC28 ETF | $5,056,248 | 199,615 | 2.71% | 1.28% |
| 14 | Blackrock Inc | COM | $4,897,129 | 5,092 | 2.62% | 1.24% |
| 15 | Target Corp | COM | $4,849,157 | 40,010 | 2.6% | 1.23% |
| 16 | Ishares Tr | IBONDS DEC2026 | $4,838,668 | 199,615 | 2.59% | 1.23% |
| 17 | Ishares Tr | IBONDS 27 ETF | $4,838,668 | 199,615 | 2.59% | 1.23% |
| 18 | Microsoft Corp | COM | $4,665,588 | 12,604 | 2.5% | 1.18% |
| 19 | Ishares Tr | IBONDS DEC 29 | $4,631,415 | 199,115 | 2.48% | 1.18% |
| 20 | Aflac Inc | COM | $4,631,349 | 42,214 | 2.48% | 1.18% |
| 21 | Hershey Co | COM | $4,629,357 | 22,268 | 2.48% | 1.18% |
| 22 | Blackstone Inc | COM | $4,509,362 | 39,215 | 2.41% | 1.14% |
| 23 | Ishares Tr | IBONDS DEC 2030 | $4,364,647 | 199,390 | 2.34% | 1.11% |
| 24 | Walmart Inc | COM | $4,227,817 | 34,018 | 2.26% | 1.07% |
| 25 | Mcdonalds Corp | COM | $4,164,461 | 13,400 | 2.23% | 1.06% |
Top 25 of 55 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 75 | $31.6M | 8.02% |
| High net worth individuals | 42 | $362M | 91.9% |
| Charitable organizations | Fewer than 5 clients | $192K | 0.05% |
| Corporations and other businesses | Fewer than 5 clients | $248K | 0.06% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott Richard Saal | President, Treasurer & Chief Compliance Officer | CFP | Oct 2020 (6y) | 50% – 75% |
| Stephen Raymond Saal | Vice President, Secretary | Oct 2020 (6y) | 50% – 75% | |
| Wade S Williard | Registered representative | May 2022 (4y) |
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) | 02/06/2026 | 937 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
- Wells Fargo $394M (100% of AUM) Feb 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: Feb 06, 2026.
View current Form ADV (SEC/IAPD) ↗