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V2 FINANCIAL GROUP, LLC
CRD 142189File 801-113522
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$350.5M
Below cohort median (national)
Discretionary AUM
$350.5M
Clients
205
1,036 accounts
Employees
5
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 28, 2018
- Principal office
- Not reported
- Phone
- 630-364-4529
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $350.5M
- Discretionary AUM
- $350.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,036
- Non-discretionary accounts
- 0
- Total accounts
- 1,036
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $332K |
| Charitable organizations | Fewer than 5 | $993K |
| High net worth individuals | 119 | $316.1M |
| Individuals (other than high net worth individuals) | 86 | $33.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2026 | Clients | 198 | 205 | increased by7 |
| Apr 1, 2026 | AUM | $276,798,434 | $350,499,290 | increased by$73,700,856 |
| Apr 1, 2026 | Accounts | 1,026 | 1,036 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 191 | 198 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $243,062,531 | $276,798,434 | increased by$33,735,903 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,115 | 1,026 | decreased by89 |
| Mar 1, 2022 | Clients | 271 | 191 | decreased by80 |
| Mar 1, 2022 | AUM | $205,360,000 | $243,062,531 | increased by$37,702,531 |
| Mar 1, 2022 | Accounts | 1,139 | 1,115 | decreased by24 |
| 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 “V2 FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“V2 FINANCIAL” 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.