Vmf Capital LLC is a large advisory firm based in Cedar Rapids. It manages $504.02 million of regulatory assets for 676 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Vmf Capital provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vmf Capital LLC is $504.02 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Vmf Capital LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Donald Edward Flynn has been acting as President since 1 Mar 1998. Jon Kent Augustine joined the executive team most recently as the Vp, Managing Partner.
The principal office where Vmf Capital LLC performs its advisory services is located at 118 3 Rd Ave S.E., Ste 700, Cedar Rapids, IA 52401, which is also the mailing address of the firm. An additional office of the firm is in Clive, IA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 319-861-2200 or by fax 319-861-2222. The normal business hours are 8:00 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.vmfcapital.com.