Vectorshares Llc.
- Regulatory AUM
- $77.8M
- Discretionary
- $41.8M
- Clients
- 79
- Avg AUM / client
- $985K
- Accounts
- 118
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 62 | $19.3M | 24.8% |
| High net worth individuals | 16 | $22.5M | 28.9% |
| Pension and profit sharing plans | 1 | $36.0M | 46.3% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nicholas John Koen | Chief Compliance Officer | Sep 2021 (5y) | ≈ 56.25% – 100% via Absolute Group 1 Llc | |
| Gregory Matthew Dooley | Registered representative | Nov 2024 (2y) | ||
| Sahil Madan | Registered representative | CFA | Jun 2025 (1y) | |
| Sean Kirby Louderback | Registered representative | Nov 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Absolute Group 1 Llc | Owner | Feb 2023 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Nicholas John Koen: 75% – 100% of Absolute Group 1 Llc × 75% – 100% direct ≈ 56.25% – 100% 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) | 03/30/2026 | 1.23 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- LPL Financial $34.6M (44% of AUM) Mar 2026
- Charles Schwab & Co. $7.2M (9% 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 30, 2026.
View current Form ADV (SEC/IAPD) ↗