SEC Form ADV

VANTAGE FINANCIAL GROUP, INC.

Registered Investment AdviserOH
$866.9M
Assets Under Management
110
Total Clients
60
Employees
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Registration Details

Accession
crd-105950
Location
CLEVELAND, OH
Filing Date
March 30, 2026
AUM
$866.9M
Total Clients
110
Institutional Clients
19
Employees
60
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

VANTAGE FINANCIAL GROUP, INC. is a registered investment adviser headquartered in CLEVELAND, OH, managing approximately $866.9M in assets across 110 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.