VANTAGE FINANCIAL GROUP, INC.

CRD 105950File 801-33485

APPROVED

Retail clients

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$866.9M

Above cohort median (national)

Discretionary AUM

$713.4M

Non-discretionary $153.5M

Clients

2,521

2,521 accounts

Employees

Above cohort median in OH

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Dec 16, 1988
Principal office: 6200 ROCKSIDE ROAD, CLEVELAND, OH, 44131
Phone: 216-642-7878
Website: HTTP://WWW.VANFIN.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $866.9M
Discretionary AUM: $713.4M
Non-discretionary AUM: $153.5M
Discretionary accounts: 2,090
Non-discretionary accounts: 431
Total accounts: 2,521
AUM per client: $344K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	20	$22.0M
Charitable organizations	15	$16.4M
High net worth individuals	818	$507.7M
Pension and profit sharing plans	Fewer than 5	$9.6M
Individuals (other than high net worth individuals)	1,664	$311.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Commissions
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.