Vsm Wealth Advisory, Llc
- Regulatory AUM
- $678M
- Discretionary
- $678M
- Clients
- 613
- Avg AUM / client
- $1.1M
- Accounts
- 1,524
- 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) | 176 | $113M | 16.6% |
| High net worth individuals | 433 | $514M | 75.8% |
| Pension and profit sharing plans | 4 | $51.2M | 7.56% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Green Contracting Company, Inc. Retirement Savings Plan Green Contracting Company, Inc. | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fred Cregan Hill | Manager And Chief Operating Officer | May 2021 (5y) | ≈ 56.25% – 100% via Fch Capital Management, Llc | |
| Robert Frank Mewshaw | President, Chief Compliance Officer | May 2021 (5y) | Less than 5% | |
| Christopher James Blair | Registered representative | CFP | Jun 2021 (5y) | |
| Alexander Falk Barron | Registered representative | Jun 2021 (5y) | ||
| Bryan Michael Thaler | Registered representative | Jun 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fch Capital Management, Llc | Owner | May 2021 | 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):
- Fred Cregan Hill: 75% – 100% of Fch Capital Management, 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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Green Contracting Company, Inc. Retirement Savings Plan | Green Contracting Company, Inc. | 73 | $18.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 908 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
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $618M (91% 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) ↗