Vickerman Investment Advisors, Inc.
- Regulatory AUM
- $632M
- Discretionary
- $632M
- Clients
- 431
- Avg AUM / client
- $1.5M
- Accounts
- 1,159
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 278 | $86.8M | 13.7% |
| High net worth individuals | 150 | $541M | 85.6% |
| Charitable organizations | 1 | $422K | 0.07% |
| Corporations and other businesses | 2 | $3.5M | 0.56% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael James Vickerman | President, Cco | Feb 2021 (6y) | 75% or more | |
| Christopher William Grasmick | Owner, Investment Advisor Representative | Jul 2021 (5y) | 10% – 25% | |
| Jeremy Brandon Houy | Registered representative | Oct 2022 (4y) | ||
| Marcus Alexander Holzschuh | Registered representative | May 2024 (2y) | ||
| Dylan Bohnert | Registered representative | Jun 2025 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
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) | 02/25/2026 | 901 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $632M (100% 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 25, 2026.
View current Form ADV (SEC/IAPD) ↗