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Vault Financial Solutions, LLC (Norman)


Vault Financial Solutions, LLC is an adviser based in Norman. It manages $3 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Oklahoma and Texas.

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Vault Financial Solutions provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Vault Financial Solutions: assets under management

The assets under management (AUM) of Vault Financial Solutions, LLC is $3 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $2.9 million in discretionary accounts and $100 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $223.08 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $50 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vault Financial Solutions, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Norman

The principal office where Vault Financial Solutions, LLC performs its advisory services is located at 617 24 Th Avenue Sw, Norman, OK 73069, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 405-928-4422. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at vaultwealthstrategies.com.


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