Vci Wealth Management Llc
- Regulatory AUM
- $435M
- Discretionary
- $435M
- Clients
- 1,686
- Avg AUM / client
- $258K
- Accounts
- 3,837
- Employees
- 32
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,642 | $368M | 84.6% |
| High net worth individuals | 37 | $65.6M | 15.1% |
| Pension and profit sharing plans | 1 | $317K | 0.07% |
| Charitable organizations | 3 | $236K | 0.05% |
| Corporations and other businesses | 3 | $898K | 0.21% |
People (23)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Thomas Stringer | Manager, Ceo | Feb 2023 (4y) | ≈ 56.25% – 100% via Ev Capital Llc | |
| Patrick Christopher Stradtman | Coo | Feb 2023 (4y) | Less than 5% | |
| Trager, Keaton, Blaise | Cfo | Feb 2023 (4y) | Less than 5% | |
| Wayne Robert Atkins | Chief Compliance Officer | CFP | Feb 2023 (4y) | Less than 5% |
| Kirby Ray Cundiff | Registered representative | CFP CFA | May 2023 (3y) | |
| August Rene Goldkamp | Registered representative | May 2023 (3y) | ||
| Austin Daniel Hanse | Registered representative | May 2023 (3y) | ||
| Benjamin David Schweppe | Registered representative | May 2023 (3y) | ||
| John Marshall Girault Iii | Registered representative | May 2023 (3y) | ||
| Kacy Lee Brannum | Registered representative | May 2023 (3y) | ||
| Lindsay Morgan High | Registered representative | May 2023 (3y) | ||
| Lucas Andrew Wapinsky | Registered representative | May 2023 (3y) | ||
| Matthew Raymond Gelman | Registered representative | May 2023 (3y) | ||
| Richard Luckie Stradtman | Registered representative | May 2023 (3y) | ||
| Sheri Janelle Messer | Registered representative | May 2023 (3y) | ||
| Trisha Joy Adame | Registered representative | May 2023 (3y) | ||
| Jason Allen Shepard | Registered representative | Jul 2023 (3y) | ||
| Cesar Navarette Adame | Registered representative | Jan 2024 (3y) | ||
| William Ross Pepmeyer | Registered representative | Sep 2024 (2y) | ||
| Kevin Alexander Fortner | Registered representative | Jan 2026 (1y) | ||
| Kevin Michael Detwiler | Registered representative | Jan 2026 (1y) | ||
| Matthew Alexander Losse | Registered representative | Jan 2026 (1y) | ||
| Josip Paul Pehar | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ev Capital Llc | Member | Jan 2024 | A | 75% or more |
| Stringer Strategic Solutions Llc | Member | Jan 2024 | B | ≈ 56.25% – 100% via Ev Capital Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Andrew Thomas Stringer: 75% – 100% of Ev Capital Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Stringer Strategic Solutions Llc: 75% – 100% of Ev Capital 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) | 05/13/2026 | 1.03 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
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $435M (100% of AUM) May 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: May 13, 2026.
View current Form ADV (SEC/IAPD) ↗