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VANDERPOL INVESTMENTS L.L.C.

CALEDONIA, MI · CRD 168174 · IAPD ↗ · (616) 315-2550

$118.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — VANDERPOL INVESTMENTS L.L.C. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — VANDERPOL INVESTMENTS L.L.C. now reports custody of client assets ($75.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
April 2025 — VANDERPOL INVESTMENTS L.L.C. reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
April 2024 — VANDERPOL INVESTMENTS L.L.C. moved its main office from BYRON CENTER, MI to CALEDONIA, MI.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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