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VANTAGE FINANCIAL GROUP, INC.

CLEVELAND, OH · CRD 105950 · IAPD ↗ · vanfin.com · 216-642-7878

$866.9MRegulatory AUM
22Advisory reps
60Employees
110Clients
1-10Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — VANTAGE FINANCIAL GROUP, INC. added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
August 2024 — VANTAGE FINANCIAL GROUP, INC. notice-filed in OR, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.