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VCFA GROUP

NEW YORK, NY · CRD 160941 · IAPD ↗ · 212-838-5577

$409.6MRegulatory AUM
6Advisory reps
9Employees
0Clients
0Planning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

49
April 2025 — VCFA GROUP reported RAUM up 32% ($298.2M -> $394.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2024 — VCFA GROUP reported RAUM up 54% ($193.6M -> $298.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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