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VOISARD ASSET MANAGEMENT GROUP

Legal name: VAM GROUP, INC.

CRD 118048File 801-62198
APPROVED
Retail clients
Custody
Filing as of Jul 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$589.4M
Above cohort median (national)
Discretionary AUM
$577.1M
Non-discretionary $12.3M
Clients
461
1,614 accounts
Employees
8
Above cohort median in MI

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
CHRO
Registration date
Jul 3, 2003
Principal office
99 MONROE AVE, NW,, SUITE 504, GRAND RAPIDS, MI, 49503
Phone
616-988-5778

Assets & accounts

ADV Item 5F
Total regulatory AUM
$589.4M
Discretionary AUM
$577.1M
Non-discretionary AUM
$12.3M
Discretionary accounts
1,589
Non-discretionary accounts
25
Total accounts
1,614
AUM per client
$1.3M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$3.5M
Charitable organizationsFewer than 5$341K
High net worth individuals162$427.8M
Pension and profit sharing plans12$38.5M
Individuals (other than high net worth individuals)284$119.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

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

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
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

DateFieldFromToChange
Feb 1, 2026Clients450461increased by11
Feb 1, 2026AUM$490,209,538$589,375,294increased by$99,165,756
Feb 1, 2026Accounts1,4651,614increased by149
May 1, 2025
vs Oct 1, 2022
Clients336450increased by114
May 1, 2025
vs Oct 1, 2022
AUM$311,629,111$490,209,538increased by$178,580,427
May 1, 2025
vs Oct 1, 2022
Accounts1,0991,465increased by366
Mar 1, 2022Employees78increased by1
Mar 1, 2022Clients289336increased by47
Mar 1, 2022AUM$258,253,924$311,629,111increased by$53,375,187
Mar 1, 2022Accounts9171,099increased by182
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “VOISARD ASSET” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VOISARD ASSET” 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.