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VANTAGE CONSULTING GROUP INC
CRD 105240File 801-27432
APPROVED
Custody
Filing as of Sep 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$246.3M
Below cohort median (national)
Discretionary AUM
$246.3M
Clients
7
7 accounts
Employees
10
Below cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 17, 1986
- Principal office
- 3500 PACIFIC AVE, VIRGINIA BEACH, VA, 23451
- Phone
- 757-491-1200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $246.3M
- Discretionary AUM
- $246.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 7
- Non-discretionary accounts
- 0
- Total accounts
- 7
- AUM per client
- $35.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 7 | $176.7M |
| Pension and profit sharing plans | Fewer than 5 | $62.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — AGREED UPON RATE FOR SPECIAL PROJECTS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 12, 2026 | AUM | $241,728,428 | $246,284,181 | increased by$4,555,753 |
| Apr 1, 2026 | Employees | 13 | 10 | decreased by3 |
| Apr 1, 2026 | AUM | $230,836,376 | $241,728,428 | increased by$10,892,052 |
| Apr 1, 2026 | Accounts | 8 | 7 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 13 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 14 | 7 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,268,493,632 | $230,836,376 | decreased by$2,037,657,256 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 18 | 8 | decreased by10 |
| Apr 1, 2022 | Clients | 11 | 14 | increased by3 |
| Apr 1, 2022 | AUM | $3,326,804,454 | $2,268,493,632 | decreased by$1,058,310,822 |
| Apr 1, 2022 | Accounts | 15 | 18 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VANTAGE CONSULTING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VANTAGE CONSULTING” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.